RAG
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RIA Advisory Group’s Visa V Stock Holding History

RIA Advisory Group’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
Q2 		$7.4M Buy
21,582
+421
+2% +$135K 1.61% 16
2026
Q1 		$6.4M Buy
21,161
+2,107
+11% +$678K 1.52% 19
2025
Q4 		$6.68M Buy
19,054
+1,613
+9% +$550K 1.61% 11
2025
Q3 		$5.95M Buy
17,441
+1,306
+8% +$452K 1.53% 17
2025
Q2 		$5.73M Buy
16,135
+2,184
+16% +$761K 1.68% 17
2025
Q1 		$4.89M Buy
13,951
+13,292
+2,017% +$4.5M 1.59% 14
2024
Q4 		$208K Sell
659
-116
-15% -$34.9K 0.07% 130
2024
Q3 		$213K Buy
+775
New +$210K 0.08% 121
2024
Q1 		$204K Buy
+731
New +$202K 0.08% 133
2023
Q4 		– Sell
-1,226
Closed -$282K – 195
2023
Q3 		$282K Buy
1,226
+187
+18% +$44.9K 0.13% 86
2023
Q2 		$247K Sell
1,039
-81
-7% -$18.5K 0.11% 99
2023
Q1 		$253K Buy
+1,120
New +$249K 0.12% 92

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

RIA Advisory Group's V Position: Q2 2026 in Review

RIA Advisory Group increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $135K and bringing the position to 21,582 shares worth $7.4M. The position accounts for 1.61% of the portfolio, ranked #16.

RIA Advisory Group first reported a position in V in Q1 2023 and has held it in 12 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RIA Advisory Group held 21,582 shares of Visa worth $7.4M as of Q2 2026.
  • RIA Advisory Group bought 421 Visa shares in Q2 2026, an estimated $135K.
  • Visa made up 1.61% of RIA Advisory Group's portfolio in Q2 2026, its #16 holding.
  • RIA Advisory Group first reported a position in Visa in Q1 2023 and has held it in 12 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.