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Richardson Financial Services’s Visa V Stock Holding History

Richardson Financial Services’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 		$407K Sell
1,185
-114
-9% -$36.6K 0.23% 97
2026
Q1 		$393K Sell
1,299
-169
-12% -$54.3K 0.25% 98
2025
Q4 		$514K Sell
1,468
-2,469
-63% -$841K 0.17% 77
2025
Q3 		$1.34M Sell
3,937
-370
-9% -$128K 0.83% 24
2025
Q2 		$1.53M Sell
4,307
-22
-0.5% -$7.67K 1.03% 17
2025
Q1 		$1.52M Sell
4,329
-16
-0.4% -$5.41K 1.15% 15
2024
Q4 		$1.37M Sell
4,345
-99
-2% -$29.8K 0.96% 19
2024
Q3 		$1.17M Buy
4,444
+4
+0.1% +$1.08K 0.74% 28
2024
Q2 		$1.17M Sell
4,440
-580
-12% -$159K 0.84% 24
2024
Q1 		$1.4M Buy
5,020
+416
+9% +$115K 0.99% 20
2023
Q4 		$1.2M Buy
+4,604
New +$1.13M 1.05% 17

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

Richardson Financial Services's V Position: Q2 2026 in Review

Richardson Financial Services reduced its Visa (V) stake by 8.8% in Q2 2026, selling an estimated $36.6K and leaving 1,185 shares worth $407K. The position accounts for 0.23% of the portfolio, ranked #97.

Richardson Financial Services first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Richardson Financial Services held 1,185 shares of Visa worth $407K as of Q2 2026.
  • Richardson Financial Services sold 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.23% of Richardson Financial Services's portfolio in Q2 2026, its #97 holding.
  • Richardson Financial Services first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Visa position peaked at $1.53M in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.