VFP
V icon

Verus Financial Partners’s Visa V Stock Holding History

Verus Financial Partners’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 		$249K Sell
725
-467
-39% -$150K 0.02% 112
2026
Q1 		$376K Buy
1,192
+467
+64% +$150K 0.03% 89
2025
Q4 		$238K Buy
725
+56
+8% +$19.1K 0.02% 106
2025
Q3 		$228K Sell
669
-50
-7% -$17.3K 0.02% 114
2025
Q2 		$257K Buy
719
+88
+14% +$30.7K 0.03% 98
2025
Q1 		$212K Buy
+631
New +$214K 0.02% 99
2020
Q4 		– Sell
-1,501
Closed -$300K – 187
2020
Q3 		$300K Buy
+1,501
New +$300K 0.11% 116

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 $3.37T AUM 44.26% 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

Verus Financial Partners's V Position: Q2 2026 in Review

Verus Financial Partners reduced its Visa (V) stake by 39% in Q2 2026, selling an estimated $150K and leaving 725 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #112.

Verus Financial Partners first reported a position in V in Q3 2020 and has held it in 7 quarters since. The position peaked at $376K in Q1 2026. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Verus Financial Partners held 725 shares of Visa worth $249K as of Q2 2026.
  • Verus Financial Partners sold 467 Visa shares in Q2 2026, an estimated $150K.
  • Visa made up 0.02% of Verus Financial Partners's portfolio in Q2 2026, its #112 holding.
  • Verus Financial Partners first reported a position in Visa in Q3 2020 and has held it in 7 quarters since.
  • Verus Financial Partners's Visa position peaked at $376K in Q1 2026.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.