True Link Financial Advisors’s Visa V Stock Holding History

True Link 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	$513K	Buy	1,495 +363	+32%	+$117K	0.03%	49
2026 Q1	$342K	Buy	1,132 +322	+40%	+$104K	0.02%	61
2025 Q4	$284K	Buy	+810	New	+$276K	0.02%	89
2025 Q1	–	Sell	-659	Closed	-$208K	–	110
2024 Q4	$208K	Buy	+659	New	+$198K	0.02%	71
2023 Q4	–	Sell	-1,095	Closed	-$252K	–	105
2023 Q3	$252K	Buy	1,095 +205	+23%	+$49.3K	0.03%	97
2023 Q2	$211K	Buy	+890	New	+$204K	0.03%	113
2022 Q1	–	Sell	-737	Closed	-$160K	–	271
2021 Q4	$160K	Sell	737 -66	-8%	-$14.2K	0.02%	284
2021 Q3	$179K	Hold	803	–	–	0.02%	247
2021 Q2	$188K	Buy	803 +116	+17%	+$26.5K	0.03%	210
2021 Q1	$145K	Hold	687	–	–	0.02%	311
2020 Q4	$150K	Buy	+687	New	+$141K	0.02%	320

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

True Link Financial Advisors's V Position: Q2 2026 in Review

True Link Financial Advisors increased its Visa (V) stake by 32% in Q2 2026, buying an estimated $117K and bringing the position to 1,495 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #49.

True Link Financial Advisors first reported a position in V in Q4 2020 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

True Link Financial Advisors held 1,495 shares of Visa worth $513K as of Q2 2026.
True Link Financial Advisors bought 363 Visa shares in Q2 2026, an estimated $117K.
Visa made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #49 holding.
True Link Financial Advisors first reported a position in Visa in Q4 2020 and has held it in 11 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.