Cornerstone Planning Group
V icon

Cornerstone Planning Group’s Visa V Stock Holding History

Cornerstone Planning Group’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 		$488K Buy
1,266
+29
+2% +$10.6K 0.06% 108
2026
Q2 		$437K Buy
1,237
+81
+7% +$26K 0.06% 110
2026
Q1 		$372K Buy
1,156
+28
+2% +$9K 0.05% 114
2025
Q4 		$369K Buy
1,128
+784
+228% +$267K 0.06% 102
2025
Q3 		$4.12K Sell
344
-683
-67% -$236K ﹤0.01% 1006
2025
Q2 		$346K Buy
1,027
+1
+0.1% +$349 0.07% 64
2025
Q1 		$343K Buy
1,026
+522
+104% +$177K 0.08% 61
2024
Q4 		$169K Buy
504
+9
+2% +$2.71K 0.04% 81
2024
Q3 		$140K Buy
495
+39
+9% +$10.5K 0.04% 95
2024
Q2 		$117K Sell
456
-32
-7% -$8.77K 0.03% 122
2024
Q1 		$131K Sell
488
-61
-11% -$16.8K 0.04% 96
2023
Q4 		$143K Buy
549
+2
+0.4% +$493 0.05% 98
2023
Q3 		$126K Sell
547
-61
-10% -$14.7K 0.05% 101
2023
Q2 		$144K Buy
+608
New +$139K 0.06% 106
2022
Q4 		$115K Buy
+522
New +$105K 0.05% 142

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's V Position: Q3 2026 in Review

Cornerstone Planning Group increased its Visa (V) stake by 2.3% in Q3 2026, buying an estimated $10.6K and bringing the position to 1,266 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #108.

Cornerstone Planning Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Cornerstone Planning Group held 1,266 shares of Visa worth $488K as of Q3 2026.
  • Cornerstone Planning Group bought 29 Visa shares in Q3 2026, an estimated $10.6K.
  • Visa made up 0.06% of Cornerstone Planning Group's portfolio in Q3 2026, its #108 holding.
  • Cornerstone Planning Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.