CFP
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Comprehensive Financial Planning’s Visa V Stock Holding History

Comprehensive Financial Planning’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 		$215K Hold
712
– – 0.15% 98
2025
Q4 		$250K Buy
712
+100
+16% +$34.1K 0.17% 97
2025
Q3 		$209K Hold
612
– – 0.14% 97
2025
Q2 		$217K Hold
612
– – 0.17% 94
2025
Q1 		$214K Hold
612
– – 0.21% 78
2024
Q4 		$193K Buy
+612
New +$184K 0.16% 86

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

Comprehensive Financial Planning's V Position: Q1 2026 in Review

Comprehensive Financial Planning held its Visa (V) position steady in Q1 2026 at 712 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #98.

Comprehensive Financial Planning first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 4,454 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Comprehensive Financial Planning held 712 shares of Visa worth $215K as of Q1 2026.
  • Comprehensive Financial Planning left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.15% of Comprehensive Financial Planning's portfolio in Q1 2026, its #98 holding.
  • Comprehensive Financial Planning first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Visa position peaked at $250K in Q4 2025.
  • 4,454 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.