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Shufro Rose & Co’s Visa V Stock Holding History

Shufro Rose & Co’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 		$563K Buy
1,640
+1
+0.1% +$321 0.03% 177
2026
Q1 		$495K Sell
1,639
-100
-6% -$32.2K 0.03% 189
2025
Q4 		$610K Buy
1,739
+85
+5% +$29K 0.04% 161
2025
Q3 		$580K Hold
1,654
– – 0.05% 162
2025
Q2 		$580K Hold
1,654
– – 0.05% 163
2025
Q1 		$580K Buy
1,654
+1
+0.1% +$338 0.05% 165
2024
Q4 		$522K Buy
1,653
+1
+0.1% +$301 0.04% 169
2024
Q3 		$434K Hold
1,652
– – 0.04% 189
2024
Q2 		$434K Buy
1,652
+70
+4% +$19.2K 0.04% 189
2024
Q1 		$442K Buy
1,582
+58
+4% +$16K 0.04% 191
2023
Q4 		$351K Hold
1,524
– – 0.03% 201
2023
Q3 		$351K Hold
1,524
– – 0.03% 200
2023
Q2 		$362K Buy
1,524
+64
+4% +$14.6K 0.03% 207
2023
Q1 		$329K Sell
1,460
-61
-4% -$13.6K 0.03% 216
2022
Q4 		$316K Buy
1,521
+22
+1% +$4.44K 0.03% 228
2022
Q3 		$266K Buy
1,499
+11
+0.7% +$2.24K 0.03% 233
2022
Q2 		$293K Hold
1,488
– – 0.03% 225
2022
Q1 		$330K Sell
1,488
-66
-4% -$14.3K 0.03% 224
2021
Q4 		$337K Sell
1,554
-199
-11% -$42.7K 0.02% 216
2021
Q3 		$391K Sell
1,753
-38
-2% -$8.91K 0.03% 194
2021
Q2 		$419K Sell
1,791
-566
-24% -$129K 0.03% 189
2021
Q1 		$499K Sell
2,357
-40
-2% -$8.42K 0.04% 162
2020
Q4 		$524K Buy
2,397
+886
+59% +$181K 0.04% 161
2020
Q3 		$302K Buy
1,511
+438
+41% +$87.5K 0.03% 212
2020
Q2 		$207K Buy
+1,073
New +$196K 0.02% 237
2020
Q1 		– Sell
-1,200
Closed -$225K – 325
2019
Q4 		$225K Hold
1,200
– – 0.02% 265
2019
Q3 		$206K Buy
+1,200
New +$214K 0.02% 270

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

Shufro Rose & Co's V Position: Q2 2026 in Review

Shufro Rose & Co increased its Visa (V) stake by 0.06% in Q2 2026, buying an estimated $321 and bringing the position to 1,640 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #177.

Shufro Rose & Co first reported a position in V in Q3 2019 and has held it in 27 quarters since. The position peaked at $610K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shufro Rose & Co held 1,640 shares of Visa worth $563K as of Q2 2026.
  • Shufro Rose & Co bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #177 holding.
  • Shufro Rose & Co first reported a position in Visa in Q3 2019 and has held it in 27 quarters since.
  • Shufro Rose & Co's Visa position peaked at $610K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.