Superior Planning, LLC’s Visa V Stock Holding History

Superior Planning, 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 Q3	$1.47M	Buy	+4,103	New	+$1.5M	0.61%	32

Other funds holding V

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's V Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Visa (V) in Q3 2026: 4,103 shares worth $1.47M. The stake represents 0.61% of the portfolio and ranks #32 among its holdings.

3,520 funds tracked by Wall St. Rank hold V as of Q3 2026.

Superior Planning, LLC held 4,103 shares of Visa worth $1.47M as of Q3 2026.
Visa was a new Superior Planning, LLC position in Q3 2026.
Visa made up 0.61% of Superior Planning, LLC's portfolio in Q3 2026, its #32 holding.
3,520 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.