XXI Wealth LLC’s Visa V Stock Holding History

XXI Wealth LLC’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	$993K	Buy	2,893 +956	+49%	+$307K	0.46%	49
2026 Q1	$585K	Sell	1,937 -83	-4%	-$26.7K	0.33%	86
2025 Q4	$708K	Buy	+2,020	New	+$688K	0.43%	63

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

XXI Wealth LLC's V Position: Q2 2026 in Review

XXI Wealth LLC increased its Visa (V) stake by 49% in Q2 2026, buying an estimated $307K and bringing the position to 2,893 shares worth $993K. The position accounts for 0.46% of the portfolio, ranked #49.

XXI Wealth LLC first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

XXI Wealth LLC held 2,893 shares of Visa worth $993K as of Q2 2026.
XXI Wealth LLC bought 956 Visa shares in Q2 2026, an estimated $307K.
Visa made up 0.46% of XXI Wealth LLC's portfolio in Q2 2026, its #49 holding.
XXI Wealth LLC first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.