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Portfolio Resources Advisor Group’s Visa V Stock Holding History

Portfolio Resources Advisor Group’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
2026
Q2 		– Sell
-147
Closed -$44.4K – 180
2026
Q1 		$44.4K Sell
147
-16
-10% -$5.14K 0.04% 100
2025
Q4 		$57.2K Buy
+163
New +$55.5K 0.06% 95

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Portfolio Resources Advisor Group's V Position: Q2 2026 in Review

Portfolio Resources Advisor Group sold out of Visa (V) in Q2 2026, closing a stake of 147 shares — an estimated $44.4K sold.

Portfolio Resources Advisor Group first reported a position in V in Q4 2025 and held it in 2 quarters. The position peaked at $57.2K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Portfolio Resources Advisor Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 147 Visa shares in Q2 2026, an estimated $44.4K.
  • Portfolio Resources Advisor Group first reported a position in Visa in Q4 2025 and held it in 2 quarters.
  • Portfolio Resources Advisor Group's Visa position peaked at $57.2K in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.