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Safe Harbor Fiduciary’s Visa V Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-330
Closed -$116K – 196
2025
Q4 		$116K Buy
+330
New +$112K 0.1% 73
2025
Q2 		$538K Sell
1,514
-309
-17% -$108K 0.5% 40
2025
Q1 		$639K Sell
1,823
-11
-0.6% -$3.72K 0.66% 32
2024
Q4 		$580K Buy
1,834
+2
+0.1% +$601 0.59% 31
2024
Q3 		$504K Buy
+1,832
New +$495K 0.47% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Safe Harbor Fiduciary's V Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Visa (V) in Q1 2026, closing a stake of 330 shares — an estimated $116K sold.

Safe Harbor Fiduciary first reported a position in V in Q3 2024 and held it in 5 quarters. The position peaked at $639K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 330 Visa shares in Q1 2026, an estimated $116K.
  • Safe Harbor Fiduciary first reported a position in Visa in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Visa position peaked at $639K in Q1 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.