Consolidated Planning Corp
V icon

Consolidated Planning Corp’s Visa V Stock Holding History

Consolidated Planning Corp’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 		$1.4M Buy
3,904
+860
+28% +$314K 0.19% 72
2026
Q2 		$1.04M Buy
3,044
+54
+2% +$17.3K 0.14% 81
2026
Q1 		$904K Buy
2,990
+579
+24% +$186K 0.15% 83
2025
Q4 		$846K Sell
2,411
-106
-4% -$36.1K 0.09% 135
2025
Q3 		$859K Buy
2,517
+243
+11% +$84.1K 0.09% 129
2025
Q2 		$807K Buy
2,274
+220
+11% +$76.7K 0.1% 126
2025
Q1 		$720K Sell
2,054
-72
-3% -$24.4K 0.1% 127
2024
Q4 		$672K Sell
2,126
-13,339
-86% -$4.01M 0.09% 116
2024
Q3 		$4.25M Buy
15,465
+2,750
+22% +$743K 0.63% 54
2024
Q2 		$3.34M Buy
12,715
+1,995
+19% +$547K 0.55% 57
2024
Q1 		$2.99M Buy
10,720
+2,315
+28% +$639K 0.51% 61
2023
Q4 		$2.19M Buy
8,405
+785
+10% +$193K 0.41% 64
2023
Q3 		$1.75M Buy
7,620
+770
+11% +$185K 0.39% 68
2023
Q2 		$1.63M Buy
6,850
+1,557
+29% +$356K 0.34% 74
2023
Q1 		$1.19M Buy
5,293
+4,183
+377% +$931K 0.31% 78
2022
Q4 		$231K Sell
1,110
-101
-8% -$20.4K 0.06% 110
2022
Q3 		$215K Sell
1,211
-195
-14% -$39.7K 0.07% 108
2022
Q2 		$277K Buy
1,406
+264
+23% +$54.6K 0.09% 100
2022
Q1 		$253K Sell
1,142
-9
-0.8% -$1.95K 0.18% 46
2021
Q4 		$249K Buy
1,151
+35
+3% +$7.51K 0.16% 55
2021
Q3 		$249K Buy
1,116
+10
+0.9% +$2.34K 0.16% 50
2021
Q2 		$258K Sell
1,106
-10
-0.9% -$2.29K 0.19% 45
2021
Q1 		$236K Hold
1,116
– – 0.15% 46
2020
Q4 		$244K Buy
+1,116
New +$228K 0.16% 43

Other funds holding V

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Consolidated Planning Corp's V Position: Q3 2026 in Review

Consolidated Planning Corp increased its Visa (V) stake by 28% in Q3 2026, buying an estimated $314K and bringing the position to 3,904 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #72.

Consolidated Planning Corp first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.25M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Consolidated Planning Corp held 3,904 shares of Visa worth $1.4M as of Q3 2026.
  • Consolidated Planning Corp bought 860 Visa shares in Q3 2026, an estimated $314K.
  • Visa made up 0.19% of Consolidated Planning Corp's portfolio in Q3 2026, its #72 holding.
  • Consolidated Planning Corp first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Consolidated Planning Corp's Visa position peaked at $4.25M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.