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 Q2	$4.57M	Buy	13,326 +275	+2%	+$88.3K	0.45%	37
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Catalyst Financial Partners increased its Visa (V) stake by 2.1% in Q2 2026, buying an estimated $88.3K and bringing the position to 13,326 shares worth $4.57M. The position accounts for 0.45% of the portfolio, ranked #37.

Catalyst Financial Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,603 funds tracked by Wall St. Rank hold V as of Q2 2026.

Catalyst Financial Partners held 13,326 shares of Visa worth $4.57M as of Q2 2026.
Catalyst Financial Partners bought 275 Visa shares in Q2 2026, an estimated $88.3K.
Visa made up 0.45% of Catalyst Financial Partners's portfolio in Q2 2026, its #37 holding.
Catalyst Financial Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
4,603 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.