WFS
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Widmann Financial Services’s Visa V Stock Holding History

Widmann Financial Services’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 		$355K Buy
1,035
+180
+21% +$57.8K 0.19% 91
2026
Q1 		$258K Buy
855
+40
+5% +$12.9K 0.15% 103
2025
Q4 		$286K Hold
815
– – 0.17% 94
2025
Q3 		$278K Buy
815
+50
+7% +$17.3K 0.17% 95
2025
Q2 		$272K Buy
765
+154
+25% +$53.7K 0.19% 93
2025
Q1 		$214K Buy
+611
New +$207K 0.17% 96
2024
Q3 		– Sell
-633
Closed -$166K – 133
2024
Q2 		$166K Buy
+633
New +$173K 0.14% 107
2022
Q1 		– Sell
-427
Closed -$92K – 441
2021
Q4 		$92K Buy
+427
New +$91.7K 0.08% 130

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

Widmann Financial Services's V Position: Q2 2026 in Review

Widmann Financial Services increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $57.8K and bringing the position to 1,035 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #91.

Widmann Financial Services first reported a position in V in Q4 2021 and has held it in 8 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Widmann Financial Services held 1,035 shares of Visa worth $355K as of Q2 2026.
  • Widmann Financial Services bought 180 Visa shares in Q2 2026, an estimated $57.8K.
  • Visa made up 0.19% of Widmann Financial Services's portfolio in Q2 2026, its #91 holding.
  • Widmann Financial Services first reported a position in Visa in Q4 2021 and has held it in 8 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.