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Second Half Financial Partners’s Visa V Stock Holding History

Second Half Financial Partners’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 		– Sell
-707
Closed -$214K – 119
2026
Q1 		$214K Sell
707
-1,296
-65% -$417K 0.1% 91
2025
Q4 		$702K Sell
2,003
-138
-6% -$47K 0.31% 38
2025
Q3 		$731K Buy
2,141
+169
+9% +$58.5K 0.32% 37
2025
Q2 		$700K Sell
1,972
-84
-4% -$29.3K 0.33% 37
2025
Q1 		$721K Buy
2,056
+313
+18% +$106K 0.36% 37
2024
Q4 		$551K Buy
+1,743
New +$524K 0.27% 49
2023
Q3 		– Sell
-11,157
Closed -$2.65M – 132
2023
Q2 		$2.65M Buy
+11,157
New +$2.55M 0.61% 55

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

Second Half Financial Partners's V Position: Q2 2026 in Review

Second Half Financial Partners sold out of Visa (V) in Q2 2026, closing a stake of 707 shares — an estimated $214K sold.

Second Half Financial Partners first reported a position in V in Q2 2023 and held it in 7 quarters. The position peaked at $2.65M in Q2 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Second Half Financial Partners reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 707 Visa shares in Q2 2026, an estimated $214K.
  • Second Half Financial Partners first reported a position in Visa in Q2 2023 and held it in 7 quarters.
  • Second Half Financial Partners's Visa position peaked at $2.65M in Q2 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.