WAM
V icon

WFA Asset Management’s Visa V Stock Holding History

WFA Asset Management’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
2025
Q3 		$577K Buy
2,098
+4
+0.2% +$1.38K 0.31% 25
2025
Q2 		$550K Sell
2,094
-169
-7% -$58.9K 0.31% 26
2025
Q1 		$632K Buy
2,263
+161
+8% +$54.5K 0.33% 25
2024
Q4 		$664K Buy
2,102
+4
+0.2% +$1.2K 0.36% 23
2024
Q3 		$577K Buy
2,098
+4
+0.2% +$1.08K 0.31% 25
2024
Q2 		$550K Sell
2,094
-169
-7% -$46.3K 0.31% 26
2024
Q1 		$632K Buy
2,263
+100
+5% +$27.6K 0.33% 25
2023
Q4 		$563K Buy
2,163
+5
+0.2% +$1.23K 0.31% 27
2023
Q3 		$496K Sell
2,158
-71
-3% -$17.1K 0.29% 31
2023
Q2 		$529K Buy
2,229
+4
+0.2% +$915 0.31% 29
2023
Q1 		$502K Buy
2,225
+5
+0.2% +$1.11K 0.31% 31
2022
Q4 		$461K Buy
2,220
+4
+0.2% +$807 0.3% 31
2022
Q3 		$394K Buy
2,216
+154
+7% +$31.3K 0.28% 28
2022
Q2 		$406K Sell
2,062
-4
-0.2% -$827 0.28% 26
2022
Q1 		$458K Buy
2,066
+12
+0.6% +$2.6K 0.3% 26
2021
Q4 		$445K Buy
+2,054
New +$441K 0.29% 25

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFA Asset Management's V Position: Q3 2025 in Review

WFA Asset Management increased its Visa (V) stake by 0.19% in Q3 2025, buying an estimated $1.38K and bringing the position to 2,098 shares worth $577K. The position accounts for 0.31% of the portfolio, ranked #25.

WFA Asset Management first reported a position in V in Q4 2021 and has held it in 16 quarters since. The position peaked at $664K in Q4 2024. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • WFA Asset Management held 2,098 shares of Visa worth $577K as of Q3 2025.
  • WFA Asset Management bought 4 Visa shares in Q3 2025, an estimated $1.38K.
  • Visa made up 0.31% of WFA Asset Management's portfolio in Q3 2025, its #25 holding.
  • WFA Asset Management first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Visa position peaked at $664K in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.