SAF
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Smith Anglin Financial’s Visa V Stock Holding History

Smith Anglin 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
2025
Q2 		$834K Sell
2,349
-3,156
-57% -$1.1M 0.08% 91
2025
Q1 		$1.93M Sell
5,505
-88
-2% -$29.8K 0.2% 48
2024
Q4 		$1.77M Sell
5,593
-319
-5% -$95.9K 0.17% 52
2024
Q3 		$1.63M Buy
5,912
+43
+0.7% +$11.6K 0.16% 54
2024
Q2 		$1.54M Sell
5,869
-65
-1% -$17.8K 0.16% 54
2024
Q1 		$1.66M Buy
5,934
+308
+5% +$85K 0.17% 52
2023
Q4 		$1.46M Sell
5,626
-4
-0.1% -$986 0.17% 55
2023
Q3 		$1.29M Buy
5,630
+38
+0.7% +$9.13K 0.16% 59
2023
Q2 		$1.33M Sell
5,592
-657
-11% -$150K 0.16% 60
2023
Q1 		$1.41M Buy
6,249
+4,076
+188% +$907K 0.21% 52
2022
Q4 		$451K Buy
2,173
+5
+0.2% +$1.01K 0.09% 88
2022
Q3 		$385K Sell
2,168
-77
-3% -$15.7K 0.08% 91
2022
Q2 		$442K Sell
2,245
-60
-3% -$12.4K 0.13% 78
2022
Q1 		$511K Buy
2,305
+299
+15% +$64.7K 0.12% 72
2021
Q4 		$435K Buy
2,006
+98
+5% +$21K 0.07% 93
2021
Q3 		$425K Sell
1,908
-74
-4% -$17.4K 0.08% 82
2021
Q2 		$464K Buy
1,982
+2
+0.1% +$457 0.09% 86
2021
Q1 		$419K Sell
1,980
-37
-2% -$7.79K 0.09% 82
2020
Q4 		$441K Buy
+2,017
New +$413K 0.08% 78

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

Smith Anglin Financial's V Position: Q2 2025 in Review

Smith Anglin Financial reduced its Visa (V) stake by 57% in Q2 2025, selling an estimated $1.1M and leaving 2,349 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #91.

Smith Anglin Financial first reported a position in V in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.93M in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Smith Anglin Financial held 2,349 shares of Visa worth $834K as of Q2 2025.
  • Smith Anglin Financial sold 3,156 Visa shares in Q2 2025, an estimated $1.1M.
  • Visa made up 0.08% of Smith Anglin Financial's portfolio in Q2 2025, its #91 holding.
  • Smith Anglin Financial first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Visa position peaked at $1.93M in Q1 2025.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.