360 Financial’s Visa V Stock Holding History

360 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 Q1	$1.14M	Hold	3,763	–	–	0.34%	30
2025 Q4	$1.32M	Buy	3,763 +6	+0.2%	+$2.04K	0.4%	29
2025 Q3	$1.28M	Buy	3,757 +108	+3%	+$37.4K	0.41%	28
2025 Q2	$1.3M	Sell	3,649 -87	-2%	-$30.3K	0.41%	29
2025 Q1	$1.31M	Buy	3,736 +42	+1%	+$14.2K	0.47%	29
2024 Q4	$1.17M	Hold	3,694	–	–	0.42%	32
2024 Q3	$1.02M	Buy	3,694 +216	+6%	+$58.4K	0.38%	32
2024 Q2	$913K	Hold	3,478	–	–	0.35%	33
2024 Q1	$971K	Buy	3,478 +30	+0.9%	+$8.28K	0.38%	32
2023 Q4	$898K	Buy	3,448 +313	+10%	+$77.1K	0.4%	32
2023 Q3	$725K	Sell	3,135 -435	-12%	-$105K	0.45%	27
2023 Q2	$848K	Hold	3,570	–	–	0.44%	32
2023 Q1	$805K	Hold	3,570	–	–	0.42%	34
2022 Q4	$634K	Hold	3,570	–	–	0.41%	33
2022 Q3	$634K	Buy	3,570 +195	+6%	+$39.7K	0.41%	33
2022 Q2	$721K	Sell	3,375 -435	-11%	-$89.9K	0.43%	30
2022 Q1	$868K	Buy	3,810 +222	+6%	+$48K	0.42%	35
2021 Q4	$778K	Sell	3,588 -40	-1%	-$8.59K	0.35%	37
2021 Q3	$808K	Sell	3,628 -97	-3%	-$22.7K	0.42%	33
2021 Q2	$871K	Hold	3,725	–	–	0.45%	30
2021 Q1	$789K	Buy	3,725 +240	+7%	+$50.5K	0.44%	29
2020 Q4	$762K	Hold	3,485	–	–	0.45%	28
2020 Q3	$697K	Hold	3,485	–	–	0.49%	28
2020 Q2	$677K	Buy	3,485 +30	+0.9%	+$5.48K	0.56%	26
2020 Q1	$557K	Hold	3,455	–	–	0.58%	28
2019 Q4	$712K	Buy	+3,455	New	+$622K	0.53%	26

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

360 Financial's V Position: Q1 2026 in Review

360 Financial held its Visa (V) position steady in Q1 2026 at 3,763 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #30.

360 Financial first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

360 Financial held 3,763 shares of Visa worth $1.14M as of Q1 2026.
360 Financial left its Visa share count unchanged in Q1 2026.
Visa made up 0.34% of 360 Financial's portfolio in Q1 2026, its #30 holding.
360 Financial first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
360 Financial's Visa position peaked at $1.32M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.