RFN
V icon

Redwood Financial Network’s Visa V Stock Holding History

Redwood Financial Network’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 		$493K Hold
1,630
– – 0.32% 89
2025
Q4 		$572K Sell
1,630
-79
-5% -$26.9K 0.36% 85
2025
Q3 		$584K Sell
1,709
-67
-4% -$23.2K 0.37% 81
2025
Q2 		$631K Buy
1,776
+9
+0.5% +$3.14K 0.43% 64
2025
Q1 		$619K Buy
1,767
+74
+4% +$25K 0.47% 61
2024
Q4 		$535K Hold
1,693
– – 0.4% 79
2024
Q3 		$465K Sell
1,693
-82
-5% -$22.2K 0.36% 88
2024
Q2 		$466K Buy
1,775
+21
+1% +$5.76K 0.39% 82
2024
Q1 		$490K Sell
1,754
-16
-0.9% -$4.42K 0.43% 75
2023
Q4 		$461K Hold
1,770
– – 0.45% 81
2023
Q3 		$407K Sell
1,770
-66
-4% -$15.9K 0.43% 79
2023
Q2 		$436K Buy
1,836
+66
+4% +$15.1K 0.41% 84
2023
Q1 		$399K Sell
1,770
-15
-0.8% -$3.34K 0.41% 85
2022
Q4 		$371K Buy
1,785
+1
+0.1% +$202 0.42% 79
2022
Q3 		$317K Hold
1,784
– – 0.36% 89
2022
Q2 		$351K Sell
1,784
-42
-2% -$8.68K 0.38% 85
2022
Q1 		$405K Buy
+1,826
New +$395K 0.38% 86

Other funds holding V

BlackRock
BlackRock New York $5.7T 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