CHB Investment Group’s Visa V Stock Holding History

CHB Investment 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
2025 Q2	$3.58M	Buy	+10,072	New	+$3.51M	1.82%	22

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CHB Investment Group's V Position: Q2 2025 in Review

CHB Investment Group opened a new position in Visa (V) in Q2 2025: 10,072 shares worth $3.58M. The stake represents 1.82% of the portfolio and ranks #22 among its holdings.

4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

CHB Investment Group held 10,072 shares of Visa worth $3.58M as of Q2 2025.
Visa was a new CHB Investment Group position in Q2 2025.
Visa made up 1.82% of CHB Investment Group's portfolio in Q2 2025, its #22 holding.
4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.