SFS
V icon

Security Financial Services’s Visa V Stock Holding History

Security Financial Services’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 		$276K Buy
804
+82
+11% +$26.3K 0.04% 173
2026
Q1 		$218K Buy
722
+32
+5% +$10.3K 0.03% 189
2025
Q4 		$242K Buy
690
+83
+14% +$28.3K 0.04% 199
2025
Q3 		$207K Buy
607
+3
+0.5% +$1.04K 0.03% 199
2025
Q2 		$214K Buy
+604
New +$211K 0.04% 178
2022
Q1 		– Sell
-201
Closed -$44K – 147
2021
Q4 		$44K Buy
+201
New +$43.1K 0.01% 132

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

Security Financial Services's V Position: Q2 2026 in Review

Security Financial Services increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $26.3K and bringing the position to 804 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #173.

Security Financial Services first reported a position in V in Q4 2021 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Security Financial Services held 804 shares of Visa worth $276K as of Q2 2026.
  • Security Financial Services bought 82 Visa shares in Q2 2026, an estimated $26.3K.
  • Visa made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #173 holding.
  • Security Financial Services first reported a position in Visa in Q4 2021 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.