CFFP
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Center for Financial Planning’s Visa V Stock Holding History

Center for 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
2026
Q2 		$698K Buy
2,035
+30
+1% +$9.63K 0.07% 94
2026
Q1 		$606K Buy
2,005
+170
+9% +$54.7K 0.06% 98
2025
Q4 		$644K Sell
1,835
-198
-10% -$67.5K 0.07% 91
2025
Q3 		$694K Hold
2,033
– – 0.07% 83
2025
Q2 		$722K Sell
2,033
-20
-1% -$6.97K 0.08% 82
2025
Q1 		$720K Buy
2,053
+20
+1% +$6.77K 0.09% 77
2024
Q4 		$643K Buy
2,033
+521
+34% +$157K 0.09% 80
2024
Q3 		$416K Buy
1,512
+9
+0.6% +$2.43K 0.06% 102
2024
Q2 		$395K Buy
1,503
+3
+0.2% +$822 0.06% 102
2024
Q1 		$419K Buy
1,500
+43
+3% +$11.9K 0.06% 100
2023
Q4 		$379K Hold
1,457
– – 0.07% 101
2023
Q3 		$335K Buy
1,457
+11
+0.8% +$2.64K 0.07% 101
2023
Q2 		$343K Hold
1,446
– – 0.07% 98
2023
Q1 		$326K Buy
1,446
+21
+1% +$4.67K 0.08% 102
2022
Q4 		$296K Buy
1,425
+139
+11% +$28K 0.07% 104
2022
Q3 		$228K Buy
1,286
+43
+3% +$8.75K 0.06% 114
2022
Q2 		$245K Buy
1,243
+26
+2% +$5.37K 0.06% 112
2022
Q1 		$270K Hold
1,217
– – 0.06% 116
2021
Q4 		$264K Sell
1,217
-48
-4% -$10.3K 0.05% 117
2021
Q3 		$282K Buy
1,265
+10
+0.8% +$2.35K 0.07% 107
2021
Q2 		$293K Buy
1,255
+48
+4% +$11K 0.07% 106
2021
Q1 		$256K Buy
1,207
+29
+2% +$6.1K 0.07% 108
2020
Q4 		$258K Sell
1,178
-480
-29% -$98.2K 0.07% 103
2020
Q3 		$332K Buy
1,658
+4
+0.2% +$799 0.11% 85
2020
Q2 		$320K Buy
1,654
+1,538
+1,326% +$281K 0.11% 80
2020
Q1 		$19K Buy
116
+92
+383% +$17.3K 0.01% 262
2019
Q4 		$5K Buy
+24
New +$4.32K ﹤0.01% 374

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

Center for Financial Planning's V Position: Q2 2026 in Review

Center for Financial Planning increased its Visa (V) stake by 1.5% in Q2 2026, buying an estimated $9.63K and bringing the position to 2,035 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #94.

Center for Financial Planning first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $722K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Center for Financial Planning held 2,035 shares of Visa worth $698K as of Q2 2026.
  • Center for Financial Planning bought 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #94 holding.
  • Center for Financial Planning first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Visa position peaked at $722K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.