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WJ Financial Advisors’s Visa V Stock Holding History

WJ Financial Advisors’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 		$250K Hold
730
– – 0.18% 112
2026
Q1 		$221K Buy
730
+6
+0.8% +$1.93K 0.18% 118
2025
Q4 		$254K Hold
724
– – 0.23% 102
2025
Q3 		$247K Buy
+724
New +$251K 0.24% 99

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

WJ Financial Advisors's V Position: Q2 2026 in Review

WJ Financial Advisors held its Visa (V) position steady in Q2 2026 at 730 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #112.

WJ Financial Advisors first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WJ Financial Advisors held 730 shares of Visa worth $250K as of Q2 2026.
  • WJ Financial Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.18% of WJ Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • WJ Financial Advisors first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Visa position peaked at $254K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.