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Chapman Financial Group’s Visa V Stock Holding History

Chapman Financial Group’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 		$1.08M Sell
2,996
-75
-2% -$27.4K 0.71% 38
2026
Q2 		$1.05M Hold
3,071
– – 0.7% 38
2026
Q1 		$928K Buy
3,071
+10
+0.3% +$3.22K 0.66% 43
2025
Q4 		$1.07M Sell
3,061
-150
-5% -$51.1K 0.73% 38
2025
Q3 		$1.1M Buy
3,211
+30
+0.9% +$10.4K 0.76% 36
2025
Q2 		$1.13M Buy
+3,181
New +$1.11M 0.96% 32
2024
Q4 		$2.2M Buy
+6,658
New +$2M 1.76% 12

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Chapman Financial Group's V Position: Q3 2026 in Review

Chapman Financial Group reduced its Visa (V) stake by 2.4% in Q3 2026, selling an estimated $27.4K and leaving 2,996 shares worth $1.08M. The position accounts for 0.71% of the portfolio, ranked #38.

Chapman Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2024. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Chapman Financial Group held 2,996 shares of Visa worth $1.08M as of Q3 2026.
  • Chapman Financial Group sold 75 Visa shares in Q3 2026, an estimated $27.4K.
  • Visa made up 0.71% of Chapman Financial Group's portfolio in Q3 2026, its #38 holding.
  • Chapman Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's Visa position peaked at $2.2M in Q4 2024.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.