V2 Financial group’s Visa V Stock Holding History

V2 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	$290K	Buy	960 +95	+11%	+$30.5K	0.14%	85
2025 Q4	$303K	Buy	865 +165	+24%	+$56.2K	0.15%	77
2025 Q3	$239K	Hold	700	–	–	0.13%	79
2025 Q2	$249K	Hold	700	–	–	0.15%	70
2025 Q1	$245K	Hold	700	–	–	0.16%	72
2024 Q4	$221K	Buy	+700	New	+$210K	0.13%	77
2024 Q2	–	Sell	-746	Closed	-$208K	–	81
2024 Q1	$208K	Buy	+746	New	+$206K	0.14%	72

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

V2 Financial group's V Position: Q1 2026 in Review

V2 Financial group increased its Visa (V) stake by 11% in Q1 2026, buying an estimated $30.5K and bringing the position to 960 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #85.

V2 Financial group first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $303K in Q4 2025. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

V2 Financial group held 960 shares of Visa worth $290K as of Q1 2026.
V2 Financial group bought 95 Visa shares in Q1 2026, an estimated $30.5K.
Visa made up 0.14% of V2 Financial group's portfolio in Q1 2026, its #85 holding.
V2 Financial group first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
V2 Financial group's Visa position peaked at $303K in Q4 2025.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.