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Regal Investment Advisors’s Visa V Stock Holding History

Regal Investment 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
2026
Q1 		$2.67M Buy
8,836
+2,785
+46% +$896K 0.15% 159
2025
Q4 		$2.12M Buy
6,051
+1,810
+43% +$617K 0.13% 185
2025
Q3 		$1.45M Buy
4,241
+433
+11% +$150K 0.09% 212
2025
Q2 		$1.35M Buy
3,808
+314
+9% +$109K 0.1% 195
2025
Q1 		$1.22M Buy
3,494
+99
+3% +$33.5K 0.1% 197
2024
Q4 		$1.07M Sell
3,395
-1,035
-23% -$311K 0.08% 216
2024
Q3 		$1.22M Sell
4,430
-4,153
-48% -$1.12M 0.09% 225
2024
Q2 		$2.25M Buy
8,583
+249
+3% +$68.2K 0.15% 161
2024
Q1 		$2.33M Sell
8,334
-131
-2% -$36.2K 0.16% 156
2023
Q4 		$2.2M Buy
8,465
+79
+0.9% +$19.5K 0.17% 148
2023
Q3 		$1.93M Sell
8,386
-134
-2% -$32.2K 0.16% 155
2023
Q2 		$2.02M Buy
8,520
+32
+0.4% +$7.32K 0.17% 142
2023
Q1 		$1.91M Sell
8,488
-1,778
-17% -$396K 0.17% 145
2022
Q4 		$2.13M Buy
10,266
+91
+0.9% +$18.4K 0.21% 121
2022
Q3 		$1.81M Buy
10,175
+288
+3% +$58.6K 0.19% 124
2022
Q2 		$1.95M Buy
9,887
+324
+3% +$67K 0.2% 118
2022
Q1 		$2.12M Sell
9,563
-2,421
-20% -$524K 0.19% 122
2021
Q4 		$2.6M Sell
11,984
-409
-3% -$87.8K 0.23% 105
2021
Q3 		$2.76M Buy
12,393
+38
+0.3% +$8.91K 0.27% 92
2021
Q2 		$2.89M Buy
+12,355
New +$2.82M 0.29% 85
2021
Q1 		– Sell
-9,096
Closed -$1.99M – 404
2020
Q4 		$1.99M Buy
+9,096
New +$1.86M 0.23% 113
2020
Q3 		– Sell
-8,672
Closed -$1.68M – 276
2020
Q2 		$1.68M Buy
+8,672
New +$1.58M 0.31% 81
2018
Q4 		– Sell
-1,684
Closed -$253K – 369
2018
Q3 		$253K Buy
+1,684
New +$239K 0.05% 268
2018
Q2 		– Sell
-2,516
Closed -$301K – 316
2018
Q1 		$301K Sell
2,516
-17,611
-87% -$2.13M 0.07% 229
2017
Q4 		$2.29M Sell
20,127
-3,268
-14% -$361K 0.51% 62
2017
Q3 		$2.46M Sell
23,395
-4,030
-15% -$409K 0.57% 50
2017
Q2 		$2.57M Sell
27,425
-3,434
-11% -$319K 0.64% 47
2017
Q1 		$2.74M Sell
30,859
-3,970
-11% -$342K 0.72% 45
2016
Q4 		$2.72M Sell
34,829
-1,011
-3% -$81.3K 0.75% 50
2016
Q3 		$2.96M Sell
35,840
-2,360
-6% -$189K 0.84% 39
2016
Q2 		$2.83M Sell
38,200
-1,917
-5% -$150K 0.78% 46
2016
Q1 		$3.07M Buy
+40,117
New +$2.91M 0.83% 41
2015
Q4 		– Sell
-101
Closed -$7K – 849
2015
Q3 		$7K Buy
101
+1
+1% +$71 ﹤0.01% 767
2015
Q2 		$6K Hold
100
– – ﹤0.01% 732
2015
Q1 		$7K Hold
100
– – ﹤0.01% 770
2014
Q4 		$7K Sell
100
-200
-67% -$12K ﹤0.01% 700
2014
Q3 		$16K Sell
300
-800
-73% -$43K ﹤0.01% 602
2014
Q2 		$58K Buy
1,100
+100
+10% +$5.23K 0.02% 364
2014
Q1 		$54K Hold
1,000
– – 0.02% 334
2013
Q4 		$56K Hold
1,000
– – 0.03% 277
2013
Q3 		$48K Hold
1,000
– – 0.03% 306
2013
Q2 		$46K Buy
+1,000
New +$43.8K 0.03% 304

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

Regal Investment Advisors's V Position: Q1 2026 in Review

Regal Investment Advisors increased its Visa (V) stake by 46% in Q1 2026, buying an estimated $896K and bringing the position to 8,836 shares worth $2.67M. The position accounts for 0.15% of the portfolio, ranked #159.

Regal Investment Advisors first reported a position in V in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.07M in Q1 2016. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Regal Investment Advisors held 8,836 shares of Visa worth $2.67M as of Q1 2026.
  • Regal Investment Advisors bought 2,785 Visa shares in Q1 2026, an estimated $896K.
  • Visa made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #159 holding.
  • Regal Investment Advisors first reported a position in Visa in Q2 2013 and has held it in 42 quarters since.
  • Regal Investment Advisors's Visa position peaked at $3.07M in Q1 2016.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.