CFC Planning Company’s Visa V Stock Holding History

CFC Planning Company’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	$3M	Buy	9,921 +1,704	+21%	+$548K	2.14%	18
2025 Q4	$2.88M	Buy	8,217 +1,156	+16%	+$394K	2.19%	18
2025 Q3	$2.41M	Buy	7,061 +1,473	+26%	+$510K	1.98%	25
2025 Q2	$1.98M	Buy	5,588 +207	+4%	+$72.2K	1.87%	25
2025 Q1	$1.89M	Buy	5,381 +305	+6%	+$103K	2.02%	19
2024 Q4	$1.6M	Buy	+5,076	New	+$1.53M	1.72%	27

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

CFC Planning Company's V Position: Q1 2026 in Review

CFC Planning Company increased its Visa (V) stake by 21% in Q1 2026, buying an estimated $548K and bringing the position to 9,921 shares worth $3M. The position accounts for 2.14% of the portfolio, ranked #18.

CFC Planning Company first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

CFC Planning Company held 9,921 shares of Visa worth $3M as of Q1 2026.
CFC Planning Company bought 1,704 Visa shares in Q1 2026, an estimated $548K.
Visa made up 2.14% of CFC Planning Company's portfolio in Q1 2026, its #18 holding.
CFC Planning Company first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.