CFS
V icon

Coordinated Financial Services’s Visa V Stock Holding History

Coordinated Financial Services’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 		$1.23M Buy
4,054
+6
+0.1% +$1.93K 0.7% 39
2025
Q4 		$1.42M Sell
4,048
-68
-2% -$23.2K 0.82% 27
2025
Q3 		$1.41M Sell
4,116
-113
-3% -$39.1K 0.9% 25
2025
Q2 		$1.5M Sell
4,229
-215
-5% -$74.9K 1.04% 22
2025
Q1 		$1.56M Buy
4,444
+60
+1% +$20.3K 1.19% 19
2024
Q4 		$1.39M Buy
+4,384
New +$1.32M 1.08% 23
2024
Q2 		$1.19M Sell
4,523
-96
-2% -$26.3K 1.02% 27
2024
Q1 		$1.29M Buy
+4,619
New +$1.28M 1.13% 24

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

Coordinated Financial Services's V Position: Q1 2026 in Review

Coordinated Financial Services increased its Visa (V) stake by 0.15% in Q1 2026, buying an estimated $1.93K and bringing the position to 4,054 shares worth $1.23M. The position accounts for 0.7% of the portfolio, ranked #39.

Coordinated Financial Services first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Coordinated Financial Services held 4,054 shares of Visa worth $1.23M as of Q1 2026.
  • Coordinated Financial Services bought 6 Visa shares in Q1 2026, an estimated $1.93K.
  • Visa made up 0.7% of Coordinated Financial Services's portfolio in Q1 2026, its #39 holding.
  • Coordinated Financial Services first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Visa position peaked at $1.56M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.