Client First Investment Management’s Visa V Stock Holding History

Client First Investment Management’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	$365K	Hold	1,015	–	–	0.17%	24
2026 Q2	$348K	Hold	1,015	–	–	0.15%	28
2026 Q1	$307K	Hold	1,015	–	–	0.16%	16
2025 Q4	$356K	Hold	1,015	–	–	0.19%	22
2025 Q3	$347K	Hold	1,015	–	–	0.18%	34
2025 Q2	$360K	Buy	+1,015	New	+$354K	0.22%	24
2025 Q1	–	Sell	-1,015	Closed	-$321K	–	25
2024 Q4	$321K	Hold	1,015	–	–	0.21%	21
2024 Q3	$279K	Hold	1,015	–	–	0.21%	22
2024 Q2	$266K	Hold	1,015	–	–	0.21%	25
2024 Q1	$283K	Hold	1,015	–	–	0.22%	20
2023 Q4	$264K	Buy	+1,015	New	+$250K	0.26%	20

Other funds holding V

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Client First Investment Management's V Position: Q3 2026 in Review

Client First Investment Management held its Visa (V) position steady in Q3 2026 at 1,015 shares worth $365K. The position accounts for 0.17% of the portfolio, ranked #24.

Client First Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 598 funds tracked by Wall St. Rank hold V as of Q3 2026.

Client First Investment Management held 1,015 shares of Visa worth $365K as of Q3 2026.
Client First Investment Management left its Visa share count unchanged in Q3 2026.
Visa made up 0.17% of Client First Investment Management's portfolio in Q3 2026, its #24 holding.
Client First Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
598 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.