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Claris Financial’s Visa V Stock Holding History

Claris Financial’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 		$1.13M Sell
3,748
-53
-1% -$17K 0.62% 42
2025
Q4 		$1.33M Sell
3,801
-2,538
-40% -$865K 0.71% 32
2025
Q3 		$2.16M Buy
6,339
+2,985
+89% +$1.03M 1.23% 16
2025
Q2 		$1.19M Buy
3,354
+87
+3% +$30.3K 0.9% 23
2025
Q1 		$1.03M Hold
3,267
– – 0.68% 38
2024
Q4 		$1.03M Buy
+3,267
New +$982K 0.68% 38

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

Claris Financial's V Position: Q1 2026 in Review

Claris Financial reduced its Visa (V) stake by 1.4% in Q1 2026, selling an estimated $17K and leaving 3,748 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #42.

Claris Financial first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q3 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Claris Financial held 3,748 shares of Visa worth $1.13M as of Q1 2026.
  • Claris Financial sold 53 Visa shares in Q1 2026, an estimated $17K.
  • Visa made up 0.62% of Claris Financial's portfolio in Q1 2026, its #42 holding.
  • Claris Financial first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Visa position peaked at $2.16M in Q3 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.