PFS
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Prospect Financial Services’s Visa V Stock Holding History

Prospect Financial Services’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 		$206K Sell
600
-79
-12% -$25.4K 0.1% 112
2026
Q1 		$205K Buy
679
+7
+1% +$2.25K 0.13% 99
2025
Q4 		$236K Buy
672
+40
+6% +$13.6K 0.14% 90
2025
Q3 		$216K Buy
632
+4
+0.6% +$1.38K 0.12% 96
2025
Q2 		$223K Sell
628
-460
-42% -$160K 0.14% 92
2025
Q1 		$381K Sell
1,088
-210
-16% -$71.1K 0.21% 74
2024
Q4 		$410K Hold
1,298
– – 0.22% 69
2024
Q3 		$357K Buy
+1,298
New +$351K 0.22% 69

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 Services's V Position: Q2 2026 in Review

Prospect Financial Services reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $25.4K and leaving 600 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #112.

Prospect Financial Services first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $410K in Q4 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prospect Financial Services held 600 shares of Visa worth $206K as of Q2 2026.
  • Prospect Financial Services sold 79 Visa shares in Q2 2026, an estimated $25.4K.
  • Visa made up 0.1% of Prospect Financial Services's portfolio in Q2 2026, its #112 holding.
  • Prospect Financial Services first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Prospect Financial Services's Visa position peaked at $410K in Q4 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.