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Provident Wealth Management’s Visa V Stock Holding History

Provident Wealth Management’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 		$218K Buy
+634
New +$204K 0.06% 91
2026
Q1 		– Sell
-634
Closed -$222K – 140
2025
Q4 		$222K Hold
634
– – 0.07% 76
2025
Q3 		$216K Hold
634
– – 0.07% 80
2025
Q2 		$225K Hold
634
– – 0.07% 76
2025
Q1 		$222K Hold
634
– – 0.08% 75
2024
Q4 		$200K Buy
+634
New +$191K 0.07% 80
2020
Q4 		– Sell
-340
Closed -$68K – 259
2020
Q3 		$68K Buy
+340
New +$67.9K 0.08% 81

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

Provident Wealth Management's V Position: Q2 2026 in Review

Provident Wealth Management opened a new position in Visa (V) in Q2 2026: 634 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in V as recently as Q4 2025.

Provident Wealth Management first reported a position in V in Q3 2020 and has held it in 7 quarters since. The position peaked at $225K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Provident Wealth Management held 634 shares of Visa worth $218K as of Q2 2026.
  • Visa was a new Provident Wealth Management position in Q2 2026.
  • Visa made up 0.06% of Provident Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Provident Wealth Management first reported a position in Visa in Q3 2020 and has held it in 7 quarters since.
  • Provident Wealth Management's Visa position peaked at $225K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.