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Pollock Investment Advisors’s Visa V Stock Holding History

Pollock Investment Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.29M Hold
3,687
– – 0.95% 15
2025
Q3 		$1.26M Hold
3,687
– – 0.99% 15
2025
Q2 		$1.31M Sell
3,687
-300
-8% -$105K 1.07% 13
2025
Q1 		$1.4M Hold
3,987
– – 1.13% 12
2024
Q4 		$1.26M Buy
+3,987
New +$1.2M 1.02% 14

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pollock Investment Advisors's V Position: Q4 2025 in Review

Pollock Investment Advisors held its Visa (V) position steady in Q4 2025 at 3,687 shares worth $1.29M. The position accounts for 0.95% of the portfolio, ranked #15.

Pollock Investment Advisors first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Pollock Investment Advisors held 3,687 shares of Visa worth $1.29M as of Q4 2025.
  • Pollock Investment Advisors left its Visa share count unchanged in Q4 2025.
  • Visa made up 0.95% of Pollock Investment Advisors's portfolio in Q4 2025, its #15 holding.
  • Pollock Investment Advisors first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's Visa position peaked at $1.4M in Q1 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.