Prospera Financial Services’s Visa V Stock Holding History

Prospera 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	$32.5M	Sell	94,580 -764	-0.8%	-$245K	0.47%	39
2026 Q1	$28.8M	Buy	95,344 +2,846	+3%	+$915K	0.46%	37
2025 Q4	$32.5M	Sell	92,498 -803	-0.9%	-$274K	0.53%	32
2025 Q3	$31.9M	Buy	93,301 +3,937	+4%	+$1.36M	0.54%	30
2025 Q2	$31.7M	Buy	89,364 +21,837	+32%	+$7.61M	0.59%	28
2025 Q1	$23.7M	Buy	67,527 +3,778	+6%	+$1.28M	0.54%	34
2024 Q4	$20.2M	Buy	63,749 +6,845	+12%	+$2.06M	0.47%	46
2024 Q3	$15.7M	Buy	56,904 +6,425	+13%	+$1.74M	0.4%	57
2024 Q2	$13.3M	Buy	50,479 +8,164	+19%	+$2.24M	0.37%	57
2024 Q1	$11.8M	Buy	42,315 +1,463	+4%	+$404K	0.35%	55
2023 Q4	$10.6M	Buy	40,852 +149	+0.4%	+$36.7K	0.35%	55
2023 Q3	$9.37M	Sell	40,703 -1,659	-4%	-$399K	0.36%	57
2023 Q2	$10.1M	Buy	42,362 +10,218	+32%	+$2.34M	0.39%	54
2023 Q1	$7.25M	Buy	32,144 +5,040	+19%	+$1.12M	0.3%	75
2022 Q4	$5.63M	Sell	27,104 -5,038	-16%	-$1.02M	0.28%	85
2022 Q3	$5.71M	Sell	32,142 -2,805	-8%	-$571K	0.3%	76
2022 Q2	$6.9M	Sell	34,947 -4,367	-11%	-$903K	0.35%	46
2022 Q1	$8.72M	Buy	39,314 +9,773	+33%	+$2.11M	0.37%	37
2021 Q4	$6.41M	Buy	29,541 +3,514	+14%	+$754K	0.28%	79
2021 Q3	$5.8M	Buy	26,027 +225	+0.9%	+$52.8K	0.29%	78
2021 Q2	$6.04M	Buy	25,802 +2,060	+9%	+$471K	0.3%	74
2021 Q1	$5.03M	Sell	23,742 -2,710	-10%	-$570K	0.3%	73
2020 Q4	$5.79M	Buy	26,452 +24,048	+1,000%	+$4.92M	0.4%	37
2020 Q3	$477K	Sell	2,404 -18,532	-89%	-$3.7M	0.18%	105
2020 Q2	$3.82M	Buy	20,936 +3,707	+22%	+$677K	0.34%	63
2020 Q1	$2.78M	Buy	17,229 +1,681	+11%	+$317K	0.29%	71
2019 Q4	$2.92M	Buy	15,548 +3,293	+27%	+$593K	0.23%	103
2019 Q3	$2.11M	Buy	12,255 +74	+0.6%	+$13.2K	0.22%	101
2019 Q2	$2.13M	Buy	12,181 +588	+5%	+$96.3K	0.24%	88
2019 Q1	$1.83M	Buy	11,593 +4,753	+69%	+$685K	0.6%	40
2018 Q4	$906K	Buy	6,840 +1,723	+34%	+$238K	0.18%	124
2018 Q3	$694K	Sell	5,117 -1,318	-20%	-$187K	0.13%	165
2018 Q2	$854K	Buy	6,435 +5	+0.1%	+$644	0.12%	153
2018 Q1	$770K	Buy	6,430 +375	+6%	+$45.4K	0.11%	174
2017 Q4	$697K	Buy	6,055 +197	+3%	+$21.8K	0.11%	163
2017 Q3	$617K	Buy	5,858 +55	+0.9%	+$5.58K	0.09%	203
2017 Q2	$543K	Sell	5,803 -1,352	-19%	-$125K	0.09%	205
2017 Q1	$636K	Buy	7,155 +837	+13%	+$72K	0.11%	159
2016 Q4	$502K	Sell	6,318 -1,572	-20%	-$126K	0.1%	182
2016 Q3	$653K	Buy	7,890 +1,870	+31%	+$150K	0.13%	141
2016 Q2	$447K	Buy	6,020 +924	+18%	+$72.3K	0.09%	185
2016 Q1	$390K	Buy	5,096 +1,171	+30%	+$85.1K	0.09%	171
2015 Q4	$304K	Buy	3,925 +266	+7%	+$20.6K	0.07%	195
2015 Q3	$255K	Buy	3,659 +348	+11%	+$24.8K	0.06%	208
2015 Q2	$222K	Buy	+3,311	New	+$224K	0.05%	256

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Prospera Financial Services's V Position: Q2 2026 in Review

Prospera Financial Services reduced its Visa (V) stake by 0.8% in Q2 2026, selling an estimated $245K and leaving 94,580 shares worth $32.5M. The position accounts for 0.47% of the portfolio, ranked #39.

Prospera Financial Services first reported a position in V in Q2 2015 and has held it in 45 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Prospera Financial Services held 94,580 shares of Visa worth $32.5M as of Q2 2026.
Prospera Financial Services sold 764 Visa shares in Q2 2026, an estimated $245K.
Visa made up 0.47% of Prospera Financial Services's portfolio in Q2 2026, its #39 holding.
Prospera Financial Services first reported a position in Visa in Q2 2015 and has held it in 45 quarters since.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.