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Prospect Financial Group’s Visa V Stock Holding History

Prospect Financial 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 		$317K Buy
924
+84
+10% +$27K 0.26% 51
2026
Q1 		$254K Sell
840
-52
-6% -$16.7K 0.23% 49
2025
Q4 		$313K Buy
892
+6
+0.7% +$2.04K 0.29% 45
2025
Q3 		$302K Sell
886
-1
-0.1% -$346 0.3% 46
2025
Q2 		$315K Buy
887
+16
+2% +$5.58K 0.33% 44
2025
Q1 		$305K Buy
871
+53
+6% +$17.9K 0.39% 41
2024
Q4 		$259K Buy
+818
New +$246K 0.32% 44

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

Prospect Financial Group's V Position: Q2 2026 in Review

Prospect Financial Group increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $27K and bringing the position to 924 shares worth $317K. The position accounts for 0.26% of the portfolio, ranked #51.

Prospect Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prospect Financial Group held 924 shares of Visa worth $317K as of Q2 2026.
  • Prospect Financial Group bought 84 Visa shares in Q2 2026, an estimated $27K.
  • Visa made up 0.26% of Prospect Financial Group's portfolio in Q2 2026, its #51 holding.
  • Prospect Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.