RWA
V icon

River Wealth Advisors’s Visa V Stock Holding History

River Wealth 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 		$16.2M Buy
53,568
+620
+1% +$199K 1.86% 14
2025
Q4 		$18.6M Buy
52,948
+1,577
+3% +$537K 2.08% 13
2025
Q3 		$17.5M Buy
51,371
+469
+0.9% +$162K 2.05% 14
2025
Q2 		$18.1M Buy
50,902
+978
+2% +$341K 2.25% 12
2025
Q1 		$17.5M Sell
49,924
-243
-0.5% -$82.2K 2.43% 7
2024
Q4 		$15.9M Buy
50,167
+1,565
+3% +$471K 2.1% 11
2024
Q3 		$13.4M Buy
48,602
+673
+1% +$182K 1.78% 14
2024
Q2 		$12.6M Sell
47,929
-4
-0% -$1.1K 1.8% 13
2024
Q1 		$13.4M Sell
47,933
-292
-0.6% -$80.6K 1.94% 12
2023
Q4 		$12.6M Buy
48,225
+219
+0.5% +$54K 2.01% 10
2023
Q3 		$11M Sell
48,006
-704
-1% -$169K 1.98% 10
2023
Q2 		$11.6M Sell
48,710
-2,091
-4% -$479K 1.96% 9
2023
Q1 		$11.5M Sell
50,801
-303
-0.6% -$67.4K 2.08% 9
2022
Q4 		$10.6M Buy
51,104
+2,329
+5% +$470K 2.05% 9
2022
Q3 		$8.66M Sell
48,775
-1,722
-3% -$350K 1.87% 10
2022
Q2 		$9.94M Buy
50,497
+114
+0.2% +$23.6K 1.83% 12
2022
Q1 		$11.2M Buy
50,383
+2,170
+5% +$469K 1.78% 13
2021
Q4 		$10.4M Buy
48,213
+1,047
+2% +$225K 1.62% 14
2021
Q3 		$10.5M Buy
47,166
+1,587
+3% +$372K 1.8% 14
2021
Q2 		$10.7M Buy
45,579
+447
+1% +$102K 1.86% 13
2021
Q1 		$9.56M Buy
45,132
+1,235
+3% +$260K 1.79% 13
2020
Q4 		$9.6M Buy
43,897
+1,938
+5% +$397K 2.08% 11
2020
Q3 		$8.39M Buy
41,959
+914
+2% +$183K 2.19% 10
2020
Q2 		$7.93M Buy
41,045
+4,861
+13% +$888K 2.41% 8
2020
Q1 		$5.83M Buy
36,184
+1,007
+3% +$190K 2.33% 8
2019
Q4 		$6.61M Buy
35,177
+377
+1% +$67.9K 2.24% 6
2019
Q3 		$5.99M Buy
34,800
+408
+1% +$72.7K 2.26% 6
2019
Q2 		$5.97M Buy
34,392
+1,839
+6% +$301K 2.33% 6
2019
Q1 		$5.08M Buy
32,553
+1,362
+4% +$196K 2.13% 6
2018
Q4 		$4.12M Buy
31,191
+409
+1% +$56.5K 1.83% 8
2018
Q3 		$4.62M Buy
30,782
+1,019
+3% +$145K 1.7% 8
2018
Q2 		$3.94M Buy
29,763
+1,453
+5% +$187K 1.53% 10
2018
Q1 		$3.39M Buy
28,310
+235
+0.8% +$28.5K 1.43% 13
2017
Q4 		$3.2M Buy
28,075
+3,206
+13% +$354K 1.33% 17
2017
Q3 		$2.62M Buy
24,869
+3,010
+14% +$305K 1.18% 27
2017
Q2 		$2.05M Buy
21,859
+3,334
+18% +$309K 0.95% 37
2017
Q1 		$1.65M Buy
18,525
+460
+3% +$39.6K 0.8% 46
2016
Q4 		$1.41M Buy
18,065
+3,684
+26% +$296K 0.71% 55
2016
Q3 		$1.19M Buy
14,381
+3,393
+31% +$272K 0.66% 58
2016
Q2 		$815K Buy
10,988
+542
+5% +$42.4K 0.47% 76
2016
Q1 		$799K Buy
10,446
+1,514
+17% +$110K 0.48% 76
2015
Q4 		$693K Buy
8,932
+742
+9% +$57.5K 0.44% 80
2015
Q3 		$571K Sell
8,190
-135
-2% -$9.64K 0.39% 85
2015
Q2 		$559K Sell
8,325
-1,069
-11% -$72.4K 0.36% 93
2015
Q1 		$614K Buy
+9,394
New +$621K 0.38% 87

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

River Wealth Advisors's V Position: Q1 2026 in Review

River Wealth Advisors increased its Visa (V) stake by 1.2% in Q1 2026, buying an estimated $199K and bringing the position to 53,568 shares worth $16.2M. The position accounts for 1.86% of the portfolio, ranked #14.

River Wealth Advisors first reported a position in V in Q1 2015 and has held it in 45 quarters since. The position peaked at $18.6M in Q4 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • River Wealth Advisors held 53,568 shares of Visa worth $16.2M as of Q1 2026.
  • River Wealth Advisors bought 620 Visa shares in Q1 2026, an estimated $199K.
  • Visa made up 1.86% of River Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • River Wealth Advisors first reported a position in Visa in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Visa position peaked at $18.6M in Q4 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.