TCFG Investment Advisors’s Visa V Stock Holding History

TCFG Investment 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	$3.04M	Sell	8,860 -430	-5%	-$138K	1.02%	16
2026 Q1	$2.81M	Buy	+9,290	New	+$2.99M	1.05%	17

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

TCFG Investment Advisors's V Position: Q2 2026 in Review

TCFG Investment Advisors reduced its Visa (V) stake by 4.6% in Q2 2026, selling an estimated $138K and leaving 8,860 shares worth $3.04M. The position accounts for 1.02% of the portfolio, ranked #16.

TCFG Investment Advisors first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

TCFG Investment Advisors held 8,860 shares of Visa worth $3.04M as of Q2 2026.
TCFG Investment Advisors sold 430 Visa shares in Q2 2026, an estimated $138K.
Visa made up 1.02% of TCFG Investment Advisors's portfolio in Q2 2026, its #16 holding.
TCFG Investment Advisors first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.