VF
V icon

Vest Financial’s Visa V Stock Holding History

Vest Financial’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 		$78.2M Buy
228,074
+25,206
+12% +$8.09M 0.82% 21
2026
Q1 		$61.3M Buy
202,868
+26,802
+15% +$8.62M 0.74% 35
2025
Q4 		$61.7M Buy
176,066
+15,498
+10% +$5.28M 0.78% 29
2025
Q3 		$54.8M Buy
160,568
+11,237
+8% +$3.89M 0.72% 54
2025
Q2 		$53M Buy
149,331
+7,404
+5% +$2.58M 0.75% 59
2025
Q1 		$49.7M Buy
141,927
+28,870
+26% +$9.77M 0.77% 60
2024
Q4 		$35.7M Buy
113,057
+10,387
+10% +$3.12M 0.63% 73
2024
Q3 		$28.2M Buy
102,670
+20,307
+25% +$5.49M 0.54% 93
2024
Q2 		$21.6M Buy
82,363
+17,617
+27% +$4.83M 0.52% 109
2024
Q1 		$18.1M Buy
64,746
+15,115
+30% +$4.17M 0.48% 109
2023
Q4 		$12.9M Buy
49,631
+11,370
+30% +$2.8M 0.48% 97
2023
Q3 		$8.8M Buy
38,261
+15,445
+68% +$3.71M 0.48% 99
2023
Q2 		$5.42M Buy
22,816
+16,605
+267% +$3.8M 0.5% 77
2023
Q1 		$1.4M Buy
6,211
+4,377
+239% +$974K 0.19% 97
2022
Q4 		$381K Buy
+1,834
New +$370K 0.06% 92

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

Vest Financial's V Position: Q2 2026 in Review

Vest Financial increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $8.09M and bringing the position to 228,074 shares worth $78.2M. The position accounts for 0.82% of the portfolio, ranked #21.

Vest Financial first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vest Financial held 228,074 shares of Visa worth $78.2M as of Q2 2026.
  • Vest Financial bought 25,206 Visa shares in Q2 2026, an estimated $8.09M.
  • Visa made up 0.82% of Vest Financial's portfolio in Q2 2026, its #21 holding.
  • Vest Financial first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.