Seros Financial’s Visa V Stock Holding History

Seros 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
2026 Q1	–	Sell	-748	Closed	-$262K	–	65
2025 Q4	$262K	Hold	748	–	–	0.15%	53
2025 Q3	$255K	Sell	748 -37	-5%	-$12.8K	0.15%	54
2025 Q2	$279K	Sell	785 -18	-2%	-$6.27K	0.18%	47
2025 Q1	$281K	Sell	803 -70	-8%	-$23.7K	0.21%	41
2024 Q4	$229K	Buy	+873	New	+$263K	0.21%	47

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Seros Financial's V Position: Q1 2026 in Review

Seros Financial sold out of Visa (V) in Q1 2026, closing a stake of 748 shares — an estimated $262K sold.

Seros Financial first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $281K in Q1 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

Seros Financial reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Seros Financial sold 748 Visa shares in Q1 2026, an estimated $262K.
Seros Financial first reported a position in Visa in Q4 2024 and held it in 5 quarters.
Seros Financial's Visa position peaked at $281K in Q1 2025.
4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.