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Souders Financial Advisors’s Visa V Stock Holding History

Souders Financial 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
2026
Q2 		$3.64M Sell
10,624
-842
-7% -$270K 0.37% 47
2026
Q1 		$3.47M Sell
11,466
-868
-7% -$279K 0.4% 51
2025
Q4 		$4.33M Sell
12,334
-1
-0% -$341 0.5% 45
2025
Q3 		$4.21M Sell
12,335
-287
-2% -$99.3K 0.5% 43
2025
Q2 		$4.48M Sell
12,622
-1,082
-8% -$377K 0.57% 39
2025
Q1 		$4.8M Sell
13,704
-4,364
-24% -$1.48M 0.67% 34
2024
Q4 		$5.71M Sell
18,068
-3,917
-18% -$1.18M 0.8% 31
2024
Q3 		$6.04M Buy
21,985
+391
+2% +$106K 0.84% 32
2024
Q2 		$5.67M Buy
21,594
+272
+1% +$74.6K 0.85% 35
2024
Q1 		$5.95M Sell
21,322
-860
-4% -$237K 0.94% 28
2023
Q4 		$5.78M Sell
22,182
-474
-2% -$117K 0.99% 26
2023
Q3 		$5.21M Sell
22,656
-534
-2% -$128K 1% 25
2023
Q2 		$5.51M Sell
23,190
-849
-4% -$194K 1.05% 26
2023
Q1 		$5.42M Sell
24,039
-387
-2% -$86.1K 1.15% 25
2022
Q4 		$5.07M Buy
24,426
+326
+1% +$65.7K 1.16% 26
2022
Q3 		$4.28M Sell
24,100
-3,016
-11% -$614K 1.16% 21
2022
Q2 		$5.34M Buy
27,116
+1,467
+6% +$303K 1.54% 16
2022
Q1 		$5.69M Buy
25,649
+805
+3% +$174K 1.64% 11
2021
Q4 		$5.38M Buy
24,844
+5,549
+29% +$1.19M 1.55% 16
2021
Q3 		$4.3M Buy
19,295
+875
+5% +$205K 1.39% 16
2021
Q2 		$4.31M Buy
18,420
+883
+5% +$202K 1.45% 16
2021
Q1 		$3.71M Buy
17,537
+1,089
+7% +$229K 1.45% 17
2020
Q4 		$3.6M Buy
16,448
+213
+1% +$43.6K 1.57% 15
2020
Q3 		$3.46M Buy
16,235
+185
+1% +$37K 1.64% 15
2020
Q2 		$3.1M Buy
16,050
+5,427
+51% +$991K 1.77% 14
2020
Q1 		$1.71M Buy
+10,623
New +$2M 1.51% 15

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

Souders Financial Advisors's V Position: Q2 2026 in Review

Souders Financial Advisors reduced its Visa (V) stake by 7.3% in Q2 2026, selling an estimated $270K and leaving 10,624 shares worth $3.64M. The position accounts for 0.37% of the portfolio, ranked #47.

Souders Financial Advisors first reported a position in V in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.04M in Q3 2024. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Souders Financial Advisors held 10,624 shares of Visa worth $3.64M as of Q2 2026.
  • Souders Financial Advisors sold 842 Visa shares in Q2 2026, an estimated $270K.
  • Visa made up 0.37% of Souders Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Souders Financial Advisors first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Visa position peaked at $6.04M in Q3 2024.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.