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Vantage Financial Partners (Wisconsin)’s Visa V Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$700K Buy
1,995
+4
+0.2% +$1.36K 0.14% 94
2025
Q3 		$680K Buy
1,991
+4
+0.2% +$1.38K 0.14% 95
2025
Q2 		$706K Buy
1,987
+3
+0.2% +$1.05K 0.16% 90
2025
Q1 		$695K Buy
1,984
+3
+0.2% +$1.01K 0.17% 80
2024
Q4 		$626K Sell
1,981
-1
-0.1% -$301 0.16% 86
2024
Q3 		$545K Sell
1,982
-183
-8% -$49.5K 0.14% 102
2024
Q2 		$568K Buy
+2,165
New +$593K 0.15% 76

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s V Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Visa (V) stake by 0.2% in Q4 2025, buying an estimated $1.36K and bringing the position to 1,995 shares worth $700K. The position accounts for 0.14% of the portfolio, ranked #94.

Vantage Financial Partners (Wisconsin) first reported a position in V in Q2 2024 and has held it in 7 quarters since. The position peaked at $706K in Q2 2025. 4,619 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,995 shares of Visa worth $700K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 4 Visa shares in Q4 2025, an estimated $1.36K.
  • Visa made up 0.14% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #94 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Visa in Q2 2024 and has held it in 7 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Visa position peaked at $706K in Q2 2025.
  • 4,619 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.