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PSI Advisors’s Visa V Stock Holding History

PSI Advisors’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
2025
Q2 		– Sell
-293
Closed -$103K – 658
2025
Q1 		$103K Sell
293
-229
-44% -$77.5K 0.03% 167
2024
Q4 		$165K Buy
522
+100
+24% +$30.1K 0.05% 141
2024
Q3 		$116K Sell
422
-27
-6% -$7.3K 0.03% 172
2024
Q2 		$118K Buy
449
+21
+5% +$5.76K 0.04% 164
2024
Q1 		$120K Sell
428
-141
-25% -$38.9K 0.04% 165
2023
Q4 		$148K Buy
569
+61
+12% +$15K 0.06% 148
2023
Q3 		$117K Buy
508
+95
+23% +$22.8K 0.05% 164
2023
Q2 		$98K Sell
413
-3
-0.7% -$687 0.04% 171
2023
Q1 		$93.9K Sell
416
-5
-1% -$1.11K 0.05% 163
2022
Q4 		$87.5K Buy
421
+80
+23% +$16.1K 0.05% 160
2022
Q3 		$61K Buy
341
+65
+24% +$13.2K 0.03% 201
2022
Q2 		$54K Hold
276
– – 0.03% 245
2022
Q1 		$61K Sell
276
-99
-26% -$21.4K 0.03% 246
2021
Q4 		$81K Buy
375
+77
+26% +$16.5K 0.03% 224
2021
Q3 		$66K Buy
+298
New +$69.9K 0.03% 247
2020
Q1 		– Sell
-604
Closed -$113K – 563
2019
Q4 		$113K Buy
+604
New +$109K 0.07% 182

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PSI Advisors's V Position: Q2 2025 in Review

PSI Advisors sold out of Visa (V) in Q2 2025, closing a stake of 293 shares — an estimated $103K sold.

PSI Advisors first reported a position in V in Q4 2019 and held it in 16 quarters. The position peaked at $165K in Q4 2024. 4,349 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • PSI Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 293 Visa shares in Q2 2025, an estimated $103K.
  • PSI Advisors first reported a position in Visa in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Visa position peaked at $165K in Q4 2024.
  • 4,349 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.