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Semmax Financial Advisors’s Visa V Stock Holding History

Semmax Financial 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
Q2 		$3.7M Buy
10,992
+40
+0.4% +$13.9K 0.95% 43
2025
Q1 		$3.86M Sell
10,952
-972
-8% -$329K 1.04% 39
2024
Q4 		$4.25M Sell
11,924
-1,906
-14% -$573K 1.13% 32
2024
Q3 		$4.29M Buy
13,830
+338
+3% +$91.4K 1.18% 32
2024
Q2 		$3.52M Buy
13,492
+1,663
+14% +$456K 1.06% 41
2024
Q1 		$3.3M Buy
11,829
+1,444
+14% +$399K 1.09% 41
2023
Q4 		$2.87M Buy
10,385
+700
+7% +$173K 1.04% 38
2023
Q3 		$2.37M Buy
+9,685
New +$2.33M 0.95% 42
2022
Q4 		$1.55M Sell
6,952
-164
-2% -$33.1K 0.62% 48
2022
Q3 		$1.42M Sell
7,116
-513
-7% -$104K 0.6% 46
2022
Q2 		$1.62M Sell
7,629
-681
-8% -$141K 0.66% 50
2022
Q1 		$1.84M Sell
8,310
-932
-10% -$202K 0.73% 56
2021
Q4 		$2M Sell
9,242
-2,343
-20% -$503K 0.74% 57
2021
Q3 		$2.58M Sell
11,585
-1,004
-8% -$235K 0.89% 51
2021
Q2 		$2.94M Buy
12,589
+180
+1% +$41.1K 0.94% 46
2021
Q1 		$2.63M Buy
12,409
+1,654
+15% +$348K 0.94% 44
2020
Q4 		$2.35M Buy
10,755
+1,097
+11% +$224K 0.97% 41
2020
Q3 		$1.93M Buy
9,658
+725
+8% +$145K 0.92% 46
2020
Q2 		$1.73M Buy
8,933
+1,265
+16% +$231K 0.9% 44
2020
Q1 		$1.24M Sell
7,668
-413
-5% -$77.8K 0.78% 44
2019
Q4 		$1.52M Buy
8,081
+637
+9% +$115K 0.84% 41
2019
Q3 		$1.28M Buy
7,444
+1,104
+17% +$197K 0.77% 48
2019
Q2 		$1.1M Buy
6,340
+1,596
+34% +$261K 0.71% 50
2019
Q1 		$741K Buy
4,744
+2,114
+80% +$305K 0.51% 52
2018
Q4 		$347K Buy
+2,630
New +$363K 0.27% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Semmax Financial Advisors's V Position: Q2 2025 in Review

Semmax Financial Advisors increased its Visa (V) stake by 0.37% in Q2 2025, buying an estimated $13.9K and bringing the position to 10,992 shares worth $3.7M. The position accounts for 0.95% of the portfolio, ranked #43.

Semmax Financial Advisors first reported a position in V in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.29M in Q3 2024. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Semmax Financial Advisors held 10,992 shares of Visa worth $3.7M as of Q2 2025.
  • Semmax Financial Advisors bought 40 Visa shares in Q2 2025, an estimated $13.9K.
  • Visa made up 0.95% of Semmax Financial Advisors's portfolio in Q2 2025, its #43 holding.
  • Semmax Financial Advisors first reported a position in Visa in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Visa position peaked at $4.29M in Q3 2024.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.