Taylor Financial Group’s Visa V Stock Holding History

Taylor 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 Q1	–	Sell	-626	Closed	-$220K	–	103
2025 Q4	$220K	Hold	626	–	–	0.13%	97
2025 Q3	$214K	Hold	626	–	–	0.12%	101
2025 Q2	$222K	Hold	626	–	–	0.14%	96
2025 Q1	$219K	Buy	+626	New	+$212K	0.15%	92

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Taylor Financial Group's V Position: Q1 2026 in Review

Taylor Financial Group sold out of Visa (V) in Q1 2026, closing a stake of 626 shares — an estimated $220K sold.

Taylor Financial Group first reported a position in V in Q1 2025 and held it in 4 quarters. The position peaked at $222K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

Taylor Financial Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Taylor Financial Group sold 626 Visa shares in Q1 2026, an estimated $220K.
Taylor Financial Group first reported a position in Visa in Q1 2025 and held it in 4 quarters.
Taylor Financial Group's Visa position peaked at $222K in Q2 2025.
4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.