VestGen Advisors
V icon

VestGen Advisors’s Visa V Stock Holding History

VestGen 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
Q3 		$5.65M Sell
15,735
-953
-6% -$348K 0.17% 118
2026
Q2 		$5.73M Sell
16,688
-2,779
-14% -$892K 0.17% 128
2026
Q1 		$6.35M Buy
19,467
+1,768
+10% +$569K 0.17% 116
2025
Q4 		$6.21M Sell
17,699
-12,591
-42% -$4.29M 0.26% 89
2025
Q3 		$10.3M Buy
30,290
+2,354
+8% +$815K 0.34% 61
2025
Q2 		$9.8M Sell
27,936
-144
-0.5% -$50.2K 0.39% 56
2025
Q1 		$9.8M Buy
+28,080
New +$9.5M 0.45% 46

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

VestGen Advisors's V Position: Q3 2026 in Review

VestGen Advisors reduced its Visa (V) stake by 5.7% in Q3 2026, selling an estimated $348K and leaving 15,735 shares worth $5.65M. The position accounts for 0.17% of the portfolio, ranked #118.

VestGen Advisors first reported a position in V in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.3M in Q3 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • VestGen Advisors held 15,735 shares of Visa worth $5.65M as of Q3 2026.
  • VestGen Advisors sold 953 Visa shares in Q3 2026, an estimated $348K.
  • Visa made up 0.17% of VestGen Advisors's portfolio in Q3 2026, its #118 holding.
  • VestGen Advisors first reported a position in Visa in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Visa position peaked at $10.3M in Q3 2025.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.