BFP
V icon

Briaud Financial Planning’s Visa V Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-594
Closed -$210K – 324
2025
Q2 		$210K Buy
594
+79
+15% +$27.5K 0.08% 33
2025
Q1 		$180K Hold
515
– – 0.07% 37
2024
Q4 		$162K Buy
+515
New +$155K 0.07% 37
2023
Q4 		– Sell
-37
Closed -$8K – 155
2023
Q3 		$8K Buy
+37
New +$8.89K 0.01% 110

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briaud Financial Planning's V Position: Q3 2025 in Review

Briaud Financial Planning sold out of Visa (V) in Q3 2025, closing a stake of 594 shares — an estimated $210K sold.

Briaud Financial Planning first reported a position in V in Q3 2023 and held it in 4 quarters. The position peaked at $210K in Q2 2025. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Briaud Financial Planning reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 594 Visa shares in Q3 2025, an estimated $210K.
  • Briaud Financial Planning first reported a position in Visa in Q3 2023 and held it in 4 quarters.
  • Briaud Financial Planning's Visa position peaked at $210K in Q2 2025.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.