WF
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Womack Financial’s Visa V Stock Holding History

Womack 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
Q2 		$514K Sell
1,499
-1
-0.1% -$321 0.34% 46
2026
Q1 		$453K Sell
1,500
-20
-1% -$6.43K 0.33% 48
2025
Q4 		$533K Sell
1,520
-3
-0.2% -$1.02K 0.39% 43
2025
Q3 		$520K Buy
1,523
+2
+0.1% +$692 0.39% 46
2025
Q2 		$540K Buy
1,521
+24
+2% +$8.37K 0.45% 42
2025
Q1 		$525K Sell
1,497
-126
-8% -$42.6K 0.48% 43
2024
Q4 		$513K Buy
+1,623
New +$488K 0.46% 40

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

Womack Financial's V Position: Q2 2026 in Review

Womack Financial reduced its Visa (V) stake by 0.07% in Q2 2026, selling an estimated $321 and leaving 1,499 shares worth $514K. The position accounts for 0.34% of the portfolio, ranked #46.

Womack Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Womack Financial held 1,499 shares of Visa worth $514K as of Q2 2026.
  • Womack Financial sold 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.34% of Womack Financial's portfolio in Q2 2026, its #46 holding.
  • Womack Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Visa position peaked at $540K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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