WFI
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West Family Investments’s Visa V Stock Holding History

West Family Investments’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 		$1.75M Sell
5,790
-2,994
-34% -$963K 0.61% 26
2025
Q4 		$3.08M Sell
8,784
-60
-0.7% -$20.4K 0.72% 21
2025
Q3 		$3.02M Buy
8,844
+56
+0.6% +$19.4K 0.67% 22
2025
Q2 		$3.12M Buy
8,788
+3,025
+52% +$1.05M 0.81% 18
2025
Q1 		$2.02M Buy
5,763
+159
+3% +$53.8K 0.76% 20
2024
Q4 		$1.77M Sell
5,604
-205
-4% -$61.6K 0.62% 25
2024
Q3 		$1.6M Buy
5,809
+1,023
+21% +$277K 0.54% 32
2024
Q2 		$1.26M Buy
4,786
+204
+4% +$55.9K 0.38% 53
2024
Q1 		$1.28M Buy
4,582
+542
+13% +$150K 0.4% 53
2023
Q4 		$1.05M Hold
4,040
– – 0.36% 57
2023
Q3 		$929K Sell
4,040
-316
-7% -$76K 0.32% 64
2023
Q2 		$1.03M Buy
4,356
+684
+19% +$157K 0.4% 57
2023
Q1 		$828K Buy
3,672
+586
+19% +$130K 0.33% 66
2022
Q4 		$641K Sell
3,086
-2,445
-44% -$493K 0.22% 81
2022
Q3 		$983K Buy
5,531
+3,424
+163% +$697K 0.41% 54
2022
Q2 		$415K Sell
2,107
-4,777
-69% -$987K 0.16% 111
2022
Q1 		$1.53M Buy
6,884
+5,260
+324% +$1.14M 0.43% 42
2021
Q4 		$352K Sell
1,624
-5,586
-77% -$1.2M 0.1% 175
2021
Q3 		$1.61M Buy
7,210
+1,802
+33% +$423K 0.42% 40
2021
Q2 		$1.26M Buy
+5,408
New +$1.24M 0.34% 44

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

West Family Investments's V Position: Q1 2026 in Review

West Family Investments reduced its Visa (V) stake by 34% in Q1 2026, selling an estimated $963K and leaving 5,790 shares worth $1.75M. The position accounts for 0.61% of the portfolio, ranked #26.

West Family Investments first reported a position in V in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • West Family Investments held 5,790 shares of Visa worth $1.75M as of Q1 2026.
  • West Family Investments sold 2,994 Visa shares in Q1 2026, an estimated $963K.
  • Visa made up 0.61% of West Family Investments's portfolio in Q1 2026, its #26 holding.
  • West Family Investments first reported a position in Visa in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Visa position peaked at $3.12M in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.