Catalyst Financial Partners’s Visa V Stock Holding History

Catalyst 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 Q1	$3.94M	Buy	13,051 +2,904	+29%	+$934K	0.47%	31
2025 Q4	$3.56M	Buy	10,147 +721	+8%	+$246K	0.4%	31
2025 Q3	$3.22M	Buy	9,426 +138	+1%	+$47.8K	0.39%	33
2025 Q2	$3.3M	Buy	9,288 +174	+2%	+$60.6K	0.36%	29
2025 Q1	$3.19M	Buy	9,114 +411	+5%	+$139K	0.59%	28
2024 Q4	$2.75M	Buy	8,703 +217	+3%	+$65.3K	0.52%	31
2024 Q3	$2.33M	Buy	8,486 +280	+3%	+$75.7K	0.46%	33
2024 Q2	$2.15M	Buy	8,206 +225	+3%	+$61.7K	0.47%	31
2024 Q1	$2.18M	Buy	7,981 +316	+4%	+$87.2K	0.56%	29
2023 Q4	$2M	Buy	7,665 +395	+5%	+$97.4K	0.56%	29
2023 Q3	$1.67M	Buy	7,270 +1,795	+33%	+$431K	0.54%	30
2023 Q2	$1.3M	Buy	5,475 +876	+19%	+$200K	0.46%	31
2023 Q1	$1.04M	Buy	4,599 +394	+9%	+$87.7K	0.44%	35
2022 Q4	$874K	Buy	+4,205	New	+$848K	0.45%	38

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

Catalyst Financial Partners's V Position: Q1 2026 in Review

Catalyst Financial Partners increased its Visa (V) stake by 29% in Q1 2026, buying an estimated $934K and bringing the position to 13,051 shares worth $3.94M. The position accounts for 0.47% of the portfolio, ranked #31.

Catalyst Financial Partners first reported a position in V in Q4 2022 and has held it in 14 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Catalyst Financial Partners held 13,051 shares of Visa worth $3.94M as of Q1 2026.
Catalyst Financial Partners bought 2,904 Visa shares in Q1 2026, an estimated $934K.
Visa made up 0.47% of Catalyst Financial Partners's portfolio in Q1 2026, its #31 holding.
Catalyst Financial Partners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.