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CDM Financial Counseling Services’s Visa V Stock Holding History

CDM Financial Counseling Services’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 		$1.82M Sell
5,306
-78
-1% -$25K 1.57% 16
2026
Q1 		$1.63M Buy
5,384
+175
+3% +$56.3K 1.56% 17
2025
Q4 		$1.83M Buy
+5,209
New +$1.77M 1.71% 13

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

CDM Financial Counseling Services's V Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $25K and leaving 5,306 shares worth $1.82M. The position accounts for 1.57% of the portfolio, ranked #16.

CDM Financial Counseling Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CDM Financial Counseling Services held 5,306 shares of Visa worth $1.82M as of Q2 2026.
  • CDM Financial Counseling Services sold 78 Visa shares in Q2 2026, an estimated $25K.
  • Visa made up 1.57% of CDM Financial Counseling Services's portfolio in Q2 2026, its #16 holding.
  • CDM Financial Counseling Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's Visa position peaked at $1.83M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.