TWM
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TCFG Wealth Management’s Visa V Stock Holding History

TCFG Wealth Management’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 		$2.81M Buy
9,290
+46
+0.5% +$14.8K 1.05% 17
2025
Q4 		$3.24M Sell
9,244
-15
-0.2% -$5.11K 1.27% 11
2025
Q3 		$3.16M Buy
9,259
+40
+0.4% +$13.8K 1.24% 13
2025
Q2 		$3.27M Sell
9,219
-259
-3% -$90.3K 1.48% 10
2025
Q1 		$3.32M Sell
9,478
-13
-0.1% -$4.4K 1.67% 10
2024
Q4 		$3M Sell
9,491
-23
-0.2% -$6.92K 1.51% 9
2024
Q3 		$2.62M Buy
+9,514
New +$2.57M 1.31% 15

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCFG Wealth Management's V Position: Q1 2026 in Review

TCFG Wealth Management increased its Visa (V) stake by 0.5% in Q1 2026, buying an estimated $14.8K and bringing the position to 9,290 shares worth $2.81M. The position accounts for 1.05% of the portfolio, ranked #17.

TCFG Wealth Management first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.32M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • TCFG Wealth Management held 9,290 shares of Visa worth $2.81M as of Q1 2026.
  • TCFG Wealth Management bought 46 Visa shares in Q1 2026, an estimated $14.8K.
  • Visa made up 1.05% of TCFG Wealth Management's portfolio in Q1 2026, its #17 holding.
  • TCFG Wealth Management first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Visa position peaked at $3.32M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.