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Snider Financial Group’s Visa V Stock Holding History

Snider Financial Group’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 		$3.95M Buy
11,522
+558
+5% +$179K 1.01% 32
2026
Q1 		$3.31M Buy
10,964
+1
+0% +$322 1% 30
2025
Q4 		$3.84M Buy
10,963
+863
+9% +$294K 1.02% 30
2025
Q3 		$3.45M Buy
10,100
+310
+3% +$107K 0.94% 33
2025
Q2 		$3.48M Sell
9,790
-54
-0.5% -$18.8K 1% 32
2025
Q1 		$3.45M Sell
9,844
-329
-3% -$111K 1.12% 29
2024
Q4 		$3.22M Buy
10,173
+664
+7% +$200K 1% 30
2024
Q3 		$2.61M Buy
9,509
+502
+6% +$136K 0.96% 38
2024
Q2 		$2.36M Buy
9,007
+771
+9% +$211K 0.91% 38
2024
Q1 		$2.3M Buy
8,236
+228
+3% +$62.9K 0.96% 33
2023
Q4 		$2.08M Buy
8,008
+398
+5% +$98.1K 0.96% 32
2023
Q3 		$1.75M Buy
7,610
+385
+5% +$92.5K 0.85% 38
2023
Q2 		$1.72M Buy
7,225
+1,089
+18% +$249K 0.82% 39
2023
Q1 		$1.38M Buy
+6,136
New +$1.37M 0.74% 40

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

Snider Financial Group's V Position: Q2 2026 in Review

Snider Financial Group increased its Visa (V) stake by 5.1% in Q2 2026, buying an estimated $179K and bringing the position to 11,522 shares worth $3.95M. The position accounts for 1.01% of the portfolio, ranked #32.

Snider Financial Group first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Snider Financial Group held 11,522 shares of Visa worth $3.95M as of Q2 2026.
  • Snider Financial Group bought 558 Visa shares in Q2 2026, an estimated $179K.
  • Visa made up 1.01% of Snider Financial Group's portfolio in Q2 2026, its #32 holding.
  • Snider Financial Group first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.