Willow Financial’s Visa V Stock Holding History

Willow Financial’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	-1,166	Closed	-$409K	–	45
2025 Q4	$409K	Buy	+1,166	New	+$397K	0.42%	32

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Willow Financial's V Position: Q1 2026 in Review

Willow Financial sold out of Visa (V) in Q1 2026, closing a stake of 1,166 shares — an estimated $409K sold.

Willow Financial first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $409K in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Willow Financial reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Willow Financial sold 1,166 Visa shares in Q1 2026, an estimated $409K.
Willow Financial first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Willow Financial's Visa position peaked at $409K in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.