Victory Financial Group’s Visa V Stock Holding History

Victory Financial Group’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	$1.56M	Buy	5,172 +401	+8%	+$129K	0.19%	85
2025 Q4	$1.67M	Buy	4,771 +721	+18%	+$246K	0.21%	77
2025 Q3	$1.38M	Buy	4,050 +47	+1%	+$16.3K	0.19%	68
2025 Q2	$1.42M	Buy	4,003 +662	+20%	+$231K	0.23%	58
2025 Q1	$1.17M	Buy	3,341 +184	+6%	+$62.3K	0.22%	58
2024 Q4	$998K	Buy	+3,157	New	+$949K	0.26%	51
2024 Q2	$534K	Buy	2,034 +1,035	+104%	+$284K	0.25%	43
2024 Q1	$279K	Sell	999 -1,203	-55%	-$332K	0.17%	44
2023 Q4	$573K	Buy	+2,202	New	+$543K	0.39%	34

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Victory Financial Group's V Position: Q1 2026 in Review

Victory Financial Group increased its Visa (V) stake by 8.4% in Q1 2026, buying an estimated $129K and bringing the position to 5,172 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #85.

Victory Financial Group first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Victory Financial Group held 5,172 shares of Visa worth $1.56M as of Q1 2026.
Victory Financial Group bought 401 Visa shares in Q1 2026, an estimated $129K.
Visa made up 0.19% of Victory Financial Group's portfolio in Q1 2026, its #85 holding.
Victory Financial Group first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's Visa position peaked at $1.67M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.