WFC
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Western Financial Corp’s Visa V Stock Holding History

Western Financial Corp’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 		– Sell
-1,555
Closed -$545K – 150
2025
Q4 		$545K Buy
1,555
+69
+5% +$23.5K 0.22% 84
2025
Q3 		$507K Buy
1,486
+42
+3% +$14.5K 0.22% 88
2025
Q2 		$513K Buy
1,444
+26
+2% +$9.06K 0.27% 88
2025
Q1 		$497K Buy
1,418
+78
+6% +$26.4K 0.29% 86
2024
Q4 		$423K Buy
1,340
+288
+27% +$86.6K 0.23% 96
2024
Q3 		$289K Buy
1,052
+10
+1% +$2.7K 0.16% 106
2024
Q2 		$274K Hold
1,042
– – 0.17% 100
2024
Q1 		$291K Buy
1,042
+245
+31% +$67.6K 0.18% 100
2023
Q4 		$207K Buy
+797
New +$196K 0.14% 108
2021
Q1 		– Sell
-4,343
Closed -$950K – 97
2020
Q4 		$950K Buy
+4,343
New +$889K 0.62% 22

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Western Financial Corp's V Position: Q1 2026 in Review

Western Financial Corp sold out of Visa (V) in Q1 2026, closing a stake of 1,555 shares — an estimated $545K sold.

Western Financial Corp first reported a position in V in Q4 2020 and held it in 10 quarters. The position peaked at $950K in Q4 2020. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Western Financial Corp reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 1,555 Visa shares in Q1 2026, an estimated $545K.
  • Western Financial Corp first reported a position in Visa in Q4 2020 and held it in 10 quarters.
  • Western Financial Corp's Visa position peaked at $950K in Q4 2020.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.