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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in VISA INC-CLASS A SHARES

AE Wealth Management LLC holds 330,772 shares of V (VISA INC-CLASS A SHARES), worth $113.5M as of 2026-Q2. The position was increased (+9.5% shares). V represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$113.5M

Current Shares

330,772

Total Value Change

+$65.2M

Total Shares Change

+155,318

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
330,772
+9.5%
$113.5M0.5%$342.45
46
2026-Q1
Increased
302,052
+7.0%
$91.3M0.5%$301.06
38
2025-Q4
Increased
282,343
+14.0%
$99M0.6%$348.62
48
2025-Q3
Increased
247,719
+11.0%
$84.6M0.5%$338.67
47
2025-Q2
Increased
223,253
+24.8%
$79.3M0.6%$351.61
51
2025-Q1
Decreased
178,936
-0.8%
$62.7M0.5%$346.49
0
2024-Q4
Increased
180,471
+2.9%
$57M0.5%$311.94
36
2024-Q3
Decreased
175,454
-1.9%
$48.2M0.4%$270.87
0

Other major holders of V: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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