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Worthington Financial Partners’s Visa V Stock Holding History

Worthington Financial Partners’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 		$1.32M Buy
3,855
+469
+14% +$151K 1.1% 31
2026
Q1 		$1.02M Buy
3,386
+515
+18% +$166K 0.88% 35
2025
Q4 		$1.01M Buy
+2,871
New +$978K 0.89% 34

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

Worthington Financial Partners's V Position: Q2 2026 in Review

Worthington Financial Partners increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $151K and bringing the position to 3,855 shares worth $1.32M. The position accounts for 1.1% of the portfolio, ranked #31.

Worthington Financial Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Worthington Financial Partners held 3,855 shares of Visa worth $1.32M as of Q2 2026.
  • Worthington Financial Partners bought 469 Visa shares in Q2 2026, an estimated $151K.
  • Visa made up 1.1% of Worthington Financial Partners's portfolio in Q2 2026, its #31 holding.
  • Worthington Financial Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.