Birch Financial Group
V icon

Birch Financial Group’s Visa V Stock Holding History

Birch Financial Group’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 		$650K Sell
1,809
-66
-4% -$24.1K 0.3% 51
2026
Q2 		$643K Sell
1,875
-1,061
-36% -$341K 0.33% 56
2026
Q1 		$887K Sell
2,936
-1,027
-26% -$330K 0.52% 41
2025
Q4 		$1.39M Sell
3,963
-430
-10% -$146K 0.79% 28
2025
Q3 		$1.5M Buy
4,393
+521
+13% +$180K 0.88% 25
2025
Q2 		$1.37M Sell
3,872
-127
-3% -$44.3K 1.1% 20
2025
Q1 		$1.4M Buy
3,999
+544
+16% +$184K 1.25% 17
2024
Q4 		$1.09M Buy
+3,455
New +$1.04M 1.23% 13

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Birch Financial Group's V Position: Q3 2026 in Review

Birch Financial Group reduced its Visa (V) stake by 3.5% in Q3 2026, selling an estimated $24.1K and leaving 1,809 shares worth $650K. The position accounts for 0.3% of the portfolio, ranked #51.

Birch Financial Group first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2025. 3,677 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Birch Financial Group held 1,809 shares of Visa worth $650K as of Q3 2026.
  • Birch Financial Group sold 66 Visa shares in Q3 2026, an estimated $24.1K.
  • Visa made up 0.3% of Birch Financial Group's portfolio in Q3 2026, its #51 holding.
  • Birch Financial Group first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's Visa position peaked at $1.5M in Q3 2025.
  • 3,677 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.