PW
V icon

PUREfi Wealth’s Visa V Stock Holding History

PUREfi Wealth’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
Q1 		$989K Buy
3,272
+431
+15% +$139K 0.65% 36
2025
Q4 		$996K Sell
2,841
-735
-21% -$250K 0.76% 30
2025
Q3 		$1.22M Sell
3,576
-368
-9% -$127K 0.94% 24
2025
Q2 		$1.4M Buy
3,944
+186
+5% +$64.8K 1.12% 16
2025
Q1 		$1.32M Buy
3,758
+557
+17% +$188K 1.32% 11
2024
Q4 		$1.01M Buy
+3,201
New +$963K 0.99% 17

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PUREfi Wealth's V Position: Q1 2026 in Review

PUREfi Wealth increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $139K and bringing the position to 3,272 shares worth $989K. The position accounts for 0.65% of the portfolio, ranked #36.

PUREfi Wealth first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • PUREfi Wealth held 3,272 shares of Visa worth $989K as of Q1 2026.
  • PUREfi Wealth bought 431 Visa shares in Q1 2026, an estimated $139K.
  • Visa made up 0.65% of PUREfi Wealth's portfolio in Q1 2026, its #36 holding.
  • PUREfi Wealth first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Visa position peaked at $1.4M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.