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Rollins Financial Advisors’s Visa V Stock Holding History

Rollins 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
2026
Q2 		$571K Sell
1,664
-12
-0.7% -$3.85K 0.08% 107
2026
Q1 		$507K Buy
1,676
+1
+0.1% +$322 0.08% 101
2025
Q4 		$588K Buy
1,675
+13
+0.8% +$4.43K 0.09% 88
2025
Q3 		$567K Sell
1,662
-250
-13% -$86.5K 0.09% 82
2025
Q2 		$679K Hold
1,912
– – 0.11% 71
2025
Q1 		$670K Buy
1,912
+1
+0.1% +$338 0.12% 69
2024
Q4 		$604K Sell
1,911
-148
-7% -$44.5K 0.09% 73
2024
Q3 		$566K Sell
2,059
-880
-30% -$238K 0.09% 73
2024
Q2 		$771K Hold
2,939
– – 0.13% 64
2024
Q1 		$820K Buy
2,939
+793
+37% +$219K 0.15% 62
2023
Q4 		$559K Buy
+2,146
New +$529K 0.12% 61

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

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

Rollins Financial Advisors reduced its Visa (V) stake by 0.72% in Q2 2026, selling an estimated $3.85K and leaving 1,664 shares worth $571K. The position accounts for 0.08% of the portfolio, ranked #107.

Rollins Financial Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $820K in Q1 2024. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rollins Financial Advisors held 1,664 shares of Visa worth $571K as of Q2 2026.
  • Rollins Financial Advisors sold 12 Visa shares in Q2 2026, an estimated $3.85K.
  • Visa made up 0.08% of Rollins Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Rollins Financial Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's Visa position peaked at $820K in Q1 2024.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.