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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Client First Investment Management's V Position: Q2 2026 in Review

Client First Investment Management held its Visa (V) position steady in Q2 2026 at 1,015 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #28.

Client First Investment Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $360K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Client First Investment Management held 1,015 shares of Visa worth $348K as of Q2 2026.
Client First Investment Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.15% of Client First Investment Management's portfolio in Q2 2026, its #28 holding.
Client First Investment Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Client First Investment Management's Visa position peaked at $360K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.