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Symphony Financial’s Visa V Stock Holding History

Symphony 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
2026
Q2 		$7.36M Buy
21,517
+631
+3% +$203K 0.8% 34
2026
Q1 		$6.25M Buy
20,886
+4,708
+29% +$1.51M 0.83% 36
2025
Q4 		$5.72M Sell
16,178
-642
-4% -$219K 0.77% 36
2025
Q3 		$5.73M Buy
16,820
+4,126
+33% +$1.43M 0.7% 37
2025
Q2 		$4.03M Buy
12,694
+11,742
+1,233% +$4.09M 0.53% 51
2025
Q1 		$314K Sell
952
-10,107
-91% -$3.42M 0.19% 77
2024
Q4 		$3.58M Buy
11,059
+72
+0.7% +$21.6K 0.56% 49
2024
Q3 		$3.02M Buy
10,987
+264
+2% +$71.4K 0.5% 50
2024
Q2 		$2.86M Buy
10,723
+495
+5% +$136K 0.52% 48
2024
Q1 		$2.85M Buy
10,228
+158
+2% +$43.6K 0.67% 39
2023
Q4 		$2.67M Buy
10,070
+4,617
+85% +$1.14M 0.57% 45
2023
Q3 		$1.26M Buy
5,453
+1,474
+37% +$354K 0.31% 60
2023
Q2 		$933K Buy
3,979
+399
+11% +$91.3K 0.23% 86
2023
Q1 		$796K Sell
3,580
-210
-6% -$46.7K 0.21% 96
2022
Q4 		$808K Buy
3,790
+81
+2% +$16.3K 0.21% 92
2022
Q3 		$668K Sell
3,709
-33
-0.9% -$6.71K 0.22% 100
2022
Q2 		$746K Sell
3,742
-1,338
-26% -$277K 0.22% 92
2022
Q1 		$1.08M Buy
5,080
+1,566
+45% +$339K 0.25% 78
2021
Q4 		$778K Buy
3,514
+1,291
+58% +$277K 0.22% 85
2021
Q3 		$504K Sell
2,223
-1,684
-43% -$395K 0.18% 96
2021
Q2 		$916K Sell
3,907
-6,907
-64% -$1.58M 0.31% 59
2021
Q1 		$2.33M Sell
10,814
-11,895
-52% -$2.5M 0.62% 35
2020
Q4 		$4.95M Buy
22,709
+976
+4% +$200K 1.77% 15
2020
Q3 		$4.35M Buy
21,733
+1,478
+7% +$295K 1.77% 13
2020
Q2 		$3.91M Buy
20,255
+6,264
+45% +$1.14M 1.89% 11
2020
Q1 		$2.32M Buy
+13,991
New +$2.64M 1.6% 14

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

Symphony Financial's V Position: Q2 2026 in Review

Symphony Financial increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $203K and bringing the position to 21,517 shares worth $7.36M. The position accounts for 0.8% of the portfolio, ranked #34.

Symphony Financial first reported a position in V in Q1 2020 and has held it in 26 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Symphony Financial held 21,517 shares of Visa worth $7.36M as of Q2 2026.
  • Symphony Financial bought 631 Visa shares in Q2 2026, an estimated $203K.
  • Visa made up 0.8% of Symphony Financial's portfolio in Q2 2026, its #34 holding.
  • Symphony Financial first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.