Register Financial Advisors’s Visa V Stock Holding History

Register Financial 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	$638K	Sell	2,111 -36	-2%	-$11.6K	0.24%	103
2025 Q4	$753K	Buy	2,147 +1	+0%	+$341	0.29%	94
2025 Q3	$733K	Sell	2,146 -32	-1%	-$11.1K	0.29%	89
2025 Q2	$773K	Buy	2,178 +1,396	+179%	+$487K	0.34%	81
2025 Q1	$274K	Buy	782 +4	+0.5%	+$1.35K	0.14%	147
2024 Q4	$246K	Buy	778 +17	+2%	+$5.11K	0.12%	155
2024 Q3	$209K	Buy	761 +1	+0.1%	+$270	0.11%	166
2024 Q2	$200K	Buy	760 +12	+2%	+$3.29K	0.1%	165
2024 Q1	$209K	Buy	+748	New	+$207K	0.11%	163
2023 Q4	–	Sell	-724	Closed	-$167K	–	596
2023 Q3	$167K	Sell	724 -70	-9%	-$16.8K	0.12%	153
2023 Q2	$188K	Sell	794 -47	-6%	-$10.8K	0.13%	143
2023 Q1	$190K	Buy	841 +100	+13%	+$22.3K	0.15%	132
2022 Q4	$154K	Buy	+741	New	+$149K	0.1%	181

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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