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Resurgent Financial Advisors’s Visa V Stock Holding History

Resurgent 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 		$4.53M Buy
15,002
+11,361
+312% +$3.65M 1.64% 10
2025
Q4 		$1.28M Sell
3,641
-87
-2% -$29.6K 0.64% 35
2025
Q3 		$1.27M Sell
3,728
-425
-10% -$147K 0.62% 38
2025
Q2 		$1.47M Sell
4,153
-378
-8% -$132K 0.81% 29
2025
Q1 		$1.59M Buy
4,531
+27
+0.6% +$9.14K 0.95% 24
2024
Q4 		$1.42M Sell
4,504
-153
-3% -$46K 0.84% 31
2024
Q3 		$1.28M Sell
4,657
-62
-1% -$16.8K 0.75% 34
2024
Q2 		$1.24M Sell
4,719
-1,231
-21% -$337K 0.77% 35
2024
Q1 		$1.66M Buy
5,950
+1,800
+43% +$497K 0.88% 32
2023
Q4 		$1.08M Sell
4,150
-47
-1% -$11.6K 0.66% 32
2023
Q3 		$965K Sell
4,197
-322
-7% -$77.4K 0.66% 37
2023
Q2 		$1.07M Sell
4,519
-105
-2% -$24K 0.71% 34
2023
Q1 		$1.04M Sell
4,624
-3,005
-39% -$669K 0.69% 37
2022
Q4 		$1.59M Buy
7,629
+101
+1% +$20.4K 0.84% 24
2022
Q3 		$1.34M Buy
7,528
+487
+7% +$99.1K 0.89% 28
2022
Q2 		$1.39M Buy
7,041
+417
+6% +$86.2K 0.89% 28
2022
Q1 		$1.47M Buy
6,624
+1,791
+37% +$387K 0.91% 25
2021
Q4 		$1.05M Buy
+4,833
New +$1.04M 0.84% 33

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

Resurgent Financial Advisors's V Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Visa (V) stake by 312% in Q1 2026, buying an estimated $3.65M and bringing the position to 15,002 shares worth $4.53M. The position accounts for 1.64% of the portfolio, ranked #10.

Resurgent Financial Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Resurgent Financial Advisors held 15,002 shares of Visa worth $4.53M as of Q1 2026.
  • Resurgent Financial Advisors bought 11,361 Visa shares in Q1 2026, an estimated $3.65M.
  • Visa made up 1.64% of Resurgent Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Resurgent Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.