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 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	$9.75M	Sell	27,936 -144	-0.5%	-$50.2K	0.39%	56
2025 Q1	$9.84M	Buy	+28,080	New	+$9.5M	0.45%	46

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VestGen Advisors's V Position: Q1 2026 in Review

VestGen Advisors increased its Visa (V) stake by 10% in Q1 2026, buying an estimated $569K and bringing the position to 19,467 shares worth $6.35M. The position accounts for 0.17% of the portfolio, ranked #116.

VestGen Advisors first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q3 2025. 4,459 funds tracked by Wall St. Rank hold V as of Q1 2026.

VestGen Advisors held 19,467 shares of Visa worth $6.35M as of Q1 2026.
VestGen Advisors bought 1,768 Visa shares in Q1 2026, an estimated $569K.
Visa made up 0.17% of VestGen Advisors's portfolio in Q1 2026, its #116 holding.
VestGen Advisors first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Visa position peaked at $10.3M in Q3 2025.
4,459 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.