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Rossby Financial’s Visa V Stock Holding History

Rossby Financial’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 		$1.13M Buy
3,302
+760
+30% +$244K 0.21% 95
2026
Q1 		$759K Buy
2,542
+336
+15% +$108K 0.16% 127
2025
Q4 		$774K Sell
2,206
-1,677
-43% -$571K 0.24% 77
2025
Q3 		$1.35M Buy
3,883
+260
+7% +$90K 0.44% 39
2025
Q2 		$1.29M Sell
3,623
-10
-0.3% -$3.49K 0.47% 39
2025
Q1 		$1.22M Buy
3,633
+397
+12% +$134K 0.51% 35
2024
Q4 		$1.02M Buy
+3,236
New +$973K 0.63% 33

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

Rossby Financial's V Position: Q2 2026 in Review

Rossby Financial increased its Visa (V) stake by 30% in Q2 2026, buying an estimated $244K and bringing the position to 3,302 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #95.

Rossby Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rossby Financial held 3,302 shares of Visa worth $1.13M as of Q2 2026.
  • Rossby Financial bought 760 Visa shares in Q2 2026, an estimated $244K.
  • Visa made up 0.21% of Rossby Financial's portfolio in Q2 2026, its #95 holding.
  • Rossby Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Visa position peaked at $1.35M in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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