Sheaff Brock Investment Advisors’s Visa V Stock Holding History

Sheaff Brock Investment 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
2021 Q1	–	Sell	-4,500	Closed	-$984K	–	525
2020 Q4	$984K	Buy	+4,500	New	+$921K	0.08%	144
2020 Q1	–	Sell	-1,500	Closed	-$282K	–	497
2019 Q4	$282K	Buy	+1,500	New	+$270K	0.03%	348
2019 Q3	–	Sell	-2,000	Closed	-$347K	–	501
2019 Q2	$347K	Buy	2,000 +500	+33%	+$81.9K	0.04%	312
2019 Q1	$234K	Buy	+1,500	New	+$216K	0.03%	402

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sheaff Brock Investment Advisors's V Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Visa (V) stake by 118% in Q1 2025, buying an estimated $4.27M and bringing the position to 23,310 shares worth $8.17M. The position accounts for 0.75% of the portfolio, ranked #34.

Sheaff Brock Investment Advisors first reported a position in V in Q4 2015 and has held it in 38 quarters since. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

Sheaff Brock Investment Advisors held 23,310 shares of Visa worth $8.17M as of Q1 2025.
Sheaff Brock Investment Advisors bought 12,615 Visa shares in Q1 2025, an estimated $4.27M.
Visa made up 0.75% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #34 holding.
Sheaff Brock Investment Advisors first reported a position in Visa in Q4 2015 and has held it in 38 quarters since.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.