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Safe Harbor Wealth Advisors’s Visa V Stock Holding History

Safe Harbor Wealth Advisors’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
2025
Q4 		$418K Buy
+1,290
New +$440K 0.4% 47

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Safe Harbor Wealth Advisors's V Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Visa (V) in Q4 2025: 1,290 shares worth $418K. The stake represents 0.4% of the portfolio and ranks #47 among its holdings.

4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Safe Harbor Wealth Advisors held 1,290 shares of Visa worth $418K as of Q4 2025.
  • Visa was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Visa made up 0.4% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #47 holding.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.