SFC
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Swisher Financial Concepts’s Visa V Stock Holding History

Swisher Financial Concepts’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 		$276K Sell
804
-221
-22% -$71K 0.17% 56
2026
Q1 		$310K Buy
1,025
+106
+12% +$34.1K 0.17% 70
2025
Q4 		$322K Hold
919
– – 0.18% 66
2025
Q3 		$314K Sell
919
-342
-27% -$118K 0.19% 68
2025
Q2 		$448K Sell
1,261
-73
-5% -$25.4K 0.29% 55
2025
Q1 		$467K Buy
1,334
+95
+8% +$32.1K 0.39% 45
2024
Q4 		$392K Sell
1,239
-1,277
-51% -$384K 0.46% 36
2024
Q3 		$685K Buy
2,516
+1,258
+100% +$340K 0.43% 38
2024
Q2 		$337K Hold
1,258
– – 0.34% 51
2024
Q1 		$344K Hold
1,258
– – 0.3% 51
2023
Q4 		$333K Buy
+1,258
New +$310K 0.32% 54

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

Swisher Financial Concepts's V Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Visa (V) stake by 22% in Q2 2026, selling an estimated $71K and leaving 804 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #56.

Swisher Financial Concepts first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q3 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Swisher Financial Concepts held 804 shares of Visa worth $276K as of Q2 2026.
  • Swisher Financial Concepts sold 221 Visa shares in Q2 2026, an estimated $71K.
  • Visa made up 0.17% of Swisher Financial Concepts's portfolio in Q2 2026, its #56 holding.
  • Swisher Financial Concepts first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Visa position peaked at $685K in Q3 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.