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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
Q2 		$3.32M Buy
9,672
+35
+0.4% +$11.2K 2.05% 9
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 $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

Chancellor Financial Group WB's V Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Visa (V) stake by 0.36% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,672 shares worth $3.32M. The position accounts for 2.05% of the portfolio, ranked #9.

Chancellor Financial Group WB first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q2 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chancellor Financial Group WB held 9,672 shares of Visa worth $3.32M as of Q2 2026.
  • Chancellor Financial Group WB bought 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 2.05% of Chancellor Financial Group WB's portfolio in Q2 2026, its #9 holding.
  • Chancellor Financial Group WB first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Visa position peaked at $3.49M in Q2 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.