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WFA of San Diego’s Visa V Stock Holding History

WFA of San Diego’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 		– Sell
-325
Closed -$98.2K – 360
2026
Q1 		$98.2K Hold
325
– – 0.08% 130
2025
Q4 		$114K Hold
325
– – 0.08% 126
2025
Q3 		$111K Hold
325
– – 0.08% 134
2025
Q2 		$115K Buy
+325
New +$113K 0.09% 128
2024
Q3 		$89.4K Hold
325
– – 0.08% 135
2024
Q2 		$85.3K Buy
+325
New +$89.1K 0.08% 131
2023
Q3 		$74.8K Hold
325
– – 0.08% 137
2023
Q2 		$77.2K Buy
+325
New +$74.4K 0.08% 131
2023
Q1 		– Sell
-320
Closed -$66.5K – 402
2022
Q4 		$66.5K Buy
+320
New +$64.5K 0.05% 168
2022
Q3 		– Sell
-341
Closed -$67K – 379
2022
Q2 		$67K Buy
+341
New +$70.5K 0.06% 151
2021
Q1 		– Sell
-320
Closed -$218K – 126
2020
Q4 		$218K Buy
+320
New +$65.5K 0.06% 47
2020
Q3 		– Sell
-4,046
Closed -$832K – 236
2020
Q2 		$832K Buy
+4,046
New +$739K 0.19% 113

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

WFA of San Diego's V Position: Q2 2026 in Review

WFA of San Diego sold out of Visa (V) in Q2 2026, closing a stake of 325 shares — an estimated $98.2K sold.

WFA of San Diego first reported a position in V in Q2 2020 and held it in 12 quarters. The position peaked at $832K in Q2 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WFA of San Diego reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 325 Visa shares in Q2 2026, an estimated $98.2K.
  • WFA of San Diego first reported a position in Visa in Q2 2020 and held it in 12 quarters.
  • WFA of San Diego's Visa position peaked at $832K in Q2 2020.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.