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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Root Financial Partners's V Position: Q1 2026 in Review

Root Financial Partners reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $162K and leaving 3,631 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #98.

Root Financial Partners first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q3 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Root Financial Partners held 3,631 shares of Visa worth $1.1M as of Q1 2026.
Root Financial Partners sold 504 Visa shares in Q1 2026, an estimated $162K.
Visa made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #98 holding.
Root Financial Partners first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's Visa position peaked at $1.46M in Q3 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.