Clark Financial Services Group
V icon

Clark Financial Services Group’s Visa V Stock Holding History

Clark Financial Services 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 		$2.12M Buy
5,899
+179
+3% +$65.4K 0.99% 21
2026
Q2 		$1.96M Buy
5,720
+348
+6% +$112K 0.93% 24
2026
Q1 		$1.62M Buy
5,372
+250
+5% +$80.4K 0.88% 21
2025
Q4 		$1.81M Sell
5,122
-20
-0.4% -$6.81K 0.96% 18
2025
Q3 		$1.76M Buy
5,142
+408
+9% +$141K 0.93% 19
2025
Q2 		$1.68M Buy
4,734
+167
+4% +$58.2K 1.03% 18
2025
Q1 		$1.6M Buy
4,567
+505
+12% +$171K 1.11% 17
2024
Q4 		$1.28M Buy
4,062
+221
+6% +$66.5K 0.98% 18
2024
Q3 		$1.06M Buy
3,841
+835
+28% +$226K 0.96% 13
2024
Q2 		$789K Buy
3,006
+56
+2% +$15.3K 0.83% 12
2024
Q1 		$823K Sell
2,950
-44
-1% -$12.1K 0.99% 13
2023
Q4 		$779K Sell
2,994
-4
-0.1% -$986 1% 13
2023
Q3 		$690K Hold
2,998
– – 0.94% 16
2023
Q2 		$712K Buy
2,998
+956
+47% +$219K 0.96% 15
2023
Q1 		$460K Sell
2,042
-4
-0.2% -$890 0.68% 25
2022
Q4 		$425K Sell
2,046
-443
-18% -$89.3K 0.49% 25
2022
Q3 		$442K Buy
+2,489
New +$506K 0.47% 31
2022
Q1 		$491K Sell
2,214
-31
-1% -$6.7K 0.36% 34
2021
Q4 		$487K Buy
2,245
+70
+3% +$15K 0.33% 39
2021
Q3 		$484K Buy
2,175
+37
+2% +$8.68K 0.37% 36
2021
Q2 		$500K Hold
2,138
– – 0.39% 37
2021
Q1 		$453K Buy
+2,138
New +$450K 0.38% 37
2020
Q2 		$401K Buy
+2,039
New +$373K 0.62% 27

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clark Financial Services Group's V Position: Q3 2026 in Review

Clark Financial Services Group increased its Visa (V) stake by 3.1% in Q3 2026, buying an estimated $65.4K and bringing the position to 5,899 shares worth $2.12M. The position accounts for 0.99% of the portfolio, ranked #21.

Clark Financial Services Group first reported a position in V in Q2 2020 and has held it in 23 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Clark Financial Services Group held 5,899 shares of Visa worth $2.12M as of Q3 2026.
  • Clark Financial Services Group bought 179 Visa shares in Q3 2026, an estimated $65.4K.
  • Visa made up 0.99% of Clark Financial Services Group's portfolio in Q3 2026, its #21 holding.
  • Clark Financial Services Group first reported a position in Visa in Q2 2020 and has held it in 23 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Clark Financial Services Group's 13F filing for Q3 2026, filed 19 Oct 2026.