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S Harris Financial Group’s Visa V Stock Holding History

S Harris Financial Group’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 		$961K Buy
2,802
+98
+4% +$31.5K 0.74% 22
2026
Q1 		$817K Buy
2,704
+527
+24% +$169K 0.75% 21
2025
Q4 		$763K Buy
+2,177
New +$742K 0.73% 28

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

S Harris Financial Group's V Position: Q2 2026 in Review

S Harris Financial Group increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 2,802 shares worth $961K. The position accounts for 0.74% of the portfolio, ranked #22.

S Harris Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • S Harris Financial Group held 2,802 shares of Visa worth $961K as of Q2 2026.
  • S Harris Financial Group bought 98 Visa shares in Q2 2026, an estimated $31.5K.
  • Visa made up 0.74% of S Harris Financial Group's portfolio in Q2 2026, its #22 holding.
  • S Harris Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.