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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 $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.