CFP
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Cascade Financial Partners’s Visa V Stock Holding History

Cascade Financial Partners’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
Q2 		$566K Buy
1,650
+29
+2% +$9.31K 0.05% 170
2026
Q1 		$490K Hold
1,621
– – 0.05% 167
2025
Q4 		$568K Sell
1,621
-7
-0.4% -$2.38K 0.06% 160
2025
Q3 		$556K Sell
1,628
-35
-2% -$12.1K 0.06% 157
2025
Q2 		$590K Hold
1,663
– – 0.07% 152
2025
Q1 		$583K Buy
1,663
+26
+2% +$8.8K 0.07% 144
2024
Q4 		$517K Sell
1,637
-28
-2% -$8.42K 0.07% 139
2024
Q3 		$474K Buy
1,665
+35
+2% +$9.46K 0.06% 145
2024
Q2 		$428K Buy
1,630
+55
+3% +$15.1K 0.06% 151
2024
Q1 		$435K Buy
+1,575
New +$435K 0.06% 143

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cascade Financial Partners's V Position: Q2 2026 in Review

Cascade Financial Partners increased its Visa (V) stake by 1.8% in Q2 2026, buying an estimated $9.31K and bringing the position to 1,650 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #170.

Cascade Financial Partners first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $590K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cascade Financial Partners held 1,650 shares of Visa worth $566K as of Q2 2026.
  • Cascade Financial Partners bought 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #170 holding.
  • Cascade Financial Partners first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Visa position peaked at $590K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.