CPC
V icon

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
Q2 		$4.01M Buy
11,698
+1,777
+18% +$570K 2.35% 14
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
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

CFC Planning Company's V Position: Q2 2026 in Review

CFC Planning Company increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $570K and bringing the position to 11,698 shares worth $4.01M. The position accounts for 2.35% of the portfolio, ranked #14.

CFC Planning Company first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CFC Planning Company held 11,698 shares of Visa worth $4.01M as of Q2 2026.
  • CFC Planning Company bought 1,777 Visa shares in Q2 2026, an estimated $570K.
  • Visa made up 2.35% of CFC Planning Company's portfolio in Q2 2026, its #14 holding.
  • CFC Planning Company first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.