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Tobias Financial Advisors’s Visa V Stock Holding History

Tobias Financial 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 		$1.28M Sell
3,722
-121
-3% -$38.8K 0.16% 64
2026
Q1 		$1.16M Sell
3,843
-343
-8% -$110K 0.16% 66
2025
Q4 		$1.47M Buy
4,186
+480
+13% +$164K 0.21% 59
2025
Q3 		$1.27M Buy
3,706
+77
+2% +$26.6K 0.19% 61
2025
Q2 		$1.29M Buy
3,629
+991
+38% +$345K 0.22% 61
2025
Q1 		$924K Buy
2,638
+154
+6% +$52.1K 0.18% 58
2024
Q4 		$785K Buy
2,484
+78
+3% +$23.5K 0.16% 58
2024
Q3 		$662K Buy
2,406
+4
+0.2% +$1.08K 0.13% 58
2024
Q2 		$631K Buy
2,402
+157
+7% +$43K 0.14% 60
2024
Q1 		$627K Buy
2,245
+631
+39% +$174K 0.14% 63
2023
Q4 		$420K Buy
1,614
+62
+4% +$15.3K 0.1% 64
2023
Q3 		$357K Sell
1,552
-23
-1% -$5.53K 0.09% 69
2023
Q2 		$374K Hold
1,575
– – 0.1% 67
2023
Q1 		$355K Buy
1,575
+23
+1% +$5.12K 0.1% 66
2022
Q4 		$322K Buy
1,552
+36
+2% +$7.26K 0.11% 68
2022
Q3 		$269K Buy
1,516
+50
+3% +$10.2K 0.09% 71
2022
Q2 		$289K Hold
1,466
– – 0.1% 67
2022
Q1 		$325K Buy
+1,466
New +$317K 0.11% 59
2021
Q4 		– Sell
-1,466
Closed -$327K – 115
2021
Q3 		$327K Hold
1,466
– – 0.12% 55
2021
Q2 		$343K Buy
1,466
+53
+4% +$12.1K 0.14% 55
2021
Q1 		$299K Hold
1,413
– – 0.13% 56
2020
Q4 		$309K Hold
1,413
– – 0.14% 53
2020
Q3 		$283K Sell
1,413
-134
-9% -$26.8K 0.16% 54
2020
Q2 		$299K Buy
1,547
+62
+4% +$11.3K 0.18% 51
2020
Q1 		$239K Hold
1,485
– – 0.17% 45
2019
Q4 		$279K Buy
+1,485
New +$268K 0.18% 44

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's V Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Visa (V) stake by 3.1% in Q2 2026, selling an estimated $38.8K and leaving 3,722 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #64.

Tobias Financial Advisors first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.47M in Q4 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tobias Financial Advisors held 3,722 shares of Visa worth $1.28M as of Q2 2026.
  • Tobias Financial Advisors sold 121 Visa shares in Q2 2026, an estimated $38.8K.
  • Visa made up 0.16% of Tobias Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Tobias Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's Visa position peaked at $1.47M in Q4 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.