West Financial Advisors’s Visa V Stock Holding History

West Financial 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 Q2	$49.7K	Hold	145	–	–	0.01%	104
2026 Q1	$43.8K	Hold	145	–	–	0.01%	101
2025 Q4	$50.9K	Hold	145	–	–	0.01%	96
2025 Q3	$49.5K	Hold	145	–	–	0.01%	102
2025 Q2	$51.5K	Hold	145	–	–	0.01%	101
2025 Q1	$50.8K	Hold	145	–	–	0.01%	97
2024 Q4	$45.8K	Hold	145	–	–	0.01%	97
2024 Q3	$39.9K	Buy	145 +73	+101%	+$19.7K	0.01%	98
2024 Q2	$18.9K	Hold	72	–	–	﹤0.01%	110
2024 Q1	$20.1K	Hold	72	–	–	﹤0.01%	107
2023 Q4	$18.7K	Hold	72	–	–	﹤0.01%	108
2023 Q3	$16.6K	Hold	72	–	–	﹤0.01%	118
2023 Q2	$17.1K	Hold	72	–	–	﹤0.01%	115
2023 Q1	$16.2K	Hold	72	–	–	﹤0.01%	110
2022 Q4	$15K	Hold	72	–	–	﹤0.01%	110
2022 Q3	$13K	Buy	+72	New	+$14.7K	﹤0.01%	137

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

West Financial Advisors's V Position: Q2 2026 in Review

West Financial Advisors held its Visa (V) position steady in Q2 2026 at 145 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #104.

West Financial Advisors first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $51.5K in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

West Financial Advisors held 145 shares of Visa worth $49.7K as of Q2 2026.
West Financial Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #104 holding.
West Financial Advisors first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
West Financial Advisors's Visa position peaked at $51.5K in Q2 2025.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.