CFG
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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
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

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

Chapman Financial Group's V Position: Q1 2026 in Review

Chapman Financial Group increased its Visa (V) stake by 0.33% in Q1 2026, buying an estimated $3.22K and bringing the position to 3,071 shares worth $928K. The position accounts for 0.66% of the portfolio, ranked #43.

Chapman Financial Group first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2024. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Chapman Financial Group held 3,071 shares of Visa worth $928K as of Q1 2026.
  • Chapman Financial Group bought 10 Visa shares in Q1 2026, an estimated $3.22K.
  • Visa made up 0.66% of Chapman Financial Group's portfolio in Q1 2026, its #43 holding.
  • Chapman Financial Group first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Visa position peaked at $2.2M in Q4 2024.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.