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Safeguard Financial’s Visa V Stock Holding History

Safeguard 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
2025
Q1 		$551K Sell
1,573
-88
-5% -$29.8K 0.12% 61
2024
Q4 		$525K Buy
1,661
+215
+15% +$64.7K 0.11% 66
2024
Q3 		$397K Buy
1,446
+406
+39% +$110K 0.09% 80
2024
Q2 		$273K Buy
+1,040
New +$285K 0.08% 87
2023
Q3 		– Sell
-382
Closed -$90K – 527
2023
Q2 		$90K Buy
+382
New +$87.4K 0.04% 104

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Safeguard Financial's V Position: Q1 2025 in Review

Safeguard Financial reduced its Visa (V) stake by 5.3% in Q1 2025, selling an estimated $29.8K and leaving 1,573 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #61.

Safeguard Financial first reported a position in V in Q2 2023 and has held it in 5 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Safeguard Financial held 1,573 shares of Visa worth $551K as of Q1 2025.
  • Safeguard Financial sold 88 Visa shares in Q1 2025, an estimated $29.8K.
  • Visa made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #61 holding.
  • Safeguard Financial first reported a position in Visa in Q2 2023 and has held it in 5 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.