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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
2024
Q1 		– Sell
-1,800
Closed -$12.2K – 463
2023
Q4 		$12.2K Buy
+1,800
New +$444K 0.01% 499
2023
Q3 		– Sell
-600
Closed -$4.82K – 527
2023
Q2 		$4.82K Buy
+600
New +$137K ﹤0.01% 503
2022
Q4 		– Sell
-1,000
Closed -$29K – 630
2022
Q3 		$29K Buy
+1,000
New +$203K 0.02% 200

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Resurgent Financial Advisors's V Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Visa (V) stake by 32% in Q2 2026, buying an estimated $1.53M and bringing the position to 19,761 shares worth $6.78M. The position accounts for 1.89% of the portfolio, ranked #6.

Resurgent Financial Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,572 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Resurgent Financial Advisors held 19,761 shares of Visa worth $6.78M as of Q2 2026.
  • Resurgent Financial Advisors bought 4,759 Visa shares in Q2 2026, an estimated $1.53M.
  • Visa made up 1.89% of Resurgent Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Resurgent Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,572 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.