RFP
V icon

Root Financial Partners’s Visa V Stock Holding History

Root Financial Partners’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 		$1.4M Buy
4,081
+450
+12% +$144K 0.05% 95
2026
Q1 		$1.1M Sell
3,631
-504
-12% -$162K 0.05% 98
2025
Q4 		$1.45M Sell
4,135
-131
-3% -$44.6K 0.07% 72
2025
Q3 		$1.46M Buy
4,266
+308
+8% +$107K 0.09% 68
2025
Q2 		$1.41M Buy
3,958
+1,012
+34% +$353K 0.14% 57
2025
Q1 		$1.03M Buy
2,946
+198
+7% +$67K 0.11% 66
2024
Q4 		$869K Buy
2,748
+1,123
+69% +$338K 0.11% 73
2024
Q3 		$447K Buy
1,625
+259
+19% +$70K 0.07% 99
2024
Q2 		$359K Buy
1,366
+358
+36% +$98.1K 0.08% 84
2024
Q1 		$281K Buy
+1,008
New +$278K 0.08% 85

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

Root Financial Partners's V Position: Q2 2026 in Review

Root Financial Partners increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 4,081 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #95.

Root Financial Partners first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Root Financial Partners held 4,081 shares of Visa worth $1.4M as of Q2 2026.
  • Root Financial Partners bought 450 Visa shares in Q2 2026, an estimated $144K.
  • Visa made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #95 holding.
  • Root Financial Partners first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Visa position peaked at $1.46M in Q3 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.