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Chancellor Financial Group WB’s Visa V Stock Holding History

Chancellor Financial Group WB’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 		$2.91M Sell
9,637
-68
-0.7% -$21.9K 2.06% 9
2025
Q4 		$3.4M Sell
9,705
-144
-1% -$49.1K 2.31% 7
2025
Q3 		$3.36M Buy
9,849
+10
+0.1% +$3.46K 2.37% 7
2025
Q2 		$3.49M Buy
9,839
+45
+0.5% +$15.7K 2.7% 6
2025
Q1 		$3.43M Buy
9,794
+10
+0.1% +$3.38K 2.83% 6
2024
Q4 		$3.09M Buy
+9,784
New +$2.94M 2.49% 6

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Chancellor Financial Group WB's V Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Visa (V) stake by 0.7% in Q1 2026, selling an estimated $21.9K and leaving 9,637 shares worth $2.91M. The position accounts for 2.06% of the portfolio, ranked #9.

Chancellor Financial Group WB first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.49M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Chancellor Financial Group WB held 9,637 shares of Visa worth $2.91M as of Q1 2026.
  • Chancellor Financial Group WB sold 68 Visa shares in Q1 2026, an estimated $21.9K.
  • Visa made up 2.06% of Chancellor Financial Group WB's portfolio in Q1 2026, its #9 holding.
  • Chancellor Financial Group WB first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Visa position peaked at $3.49M in Q2 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.