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
Q3 		$4.78M Buy
13,305
+1,607
+14% +$587K 2.57% 14
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CFC Planning Company's V Position: Q3 2026 in Review

CFC Planning Company increased its Visa (V) stake by 14% in Q3 2026, buying an estimated $587K and bringing the position to 13,305 shares worth $4.78M. The position accounts for 2.57% of the portfolio, ranked #14.

CFC Planning Company first reported a position in V in Q4 2024 and has held it in 8 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • CFC Planning Company held 13,305 shares of Visa worth $4.78M as of Q3 2026.
  • CFC Planning Company bought 1,607 Visa shares in Q3 2026, an estimated $587K.
  • Visa made up 2.57% of CFC Planning Company's portfolio in Q3 2026, its #14 holding.
  • CFC Planning Company first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.