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Cosner Financial Group’s Visa V Stock Holding History

Cosner Financial 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
Q1 		– Sell
-640
Closed -$224K – 37
2025
Q4 		$224K Hold
640
– – 0.11% 37
2025
Q3 		$218K Hold
640
– – 0.12% 37
2025
Q2 		$227K Hold
640
– – 0.13% 33
2025
Q1 		$224K Hold
640
– – 0.14% 35
2024
Q4 		$202K Buy
+640
New +$192K 0.13% 37

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

Cosner Financial Group's V Position: Q1 2026 in Review

Cosner Financial Group sold out of Visa (V) in Q1 2026, closing a stake of 640 shares — an estimated $224K sold.

Cosner Financial Group first reported a position in V in Q4 2024 and held it in 5 quarters. The position peaked at $227K in Q2 2025. 4,454 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Cosner Financial Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Cosner Financial Group sold 640 Visa shares in Q1 2026, an estimated $224K.
  • Cosner Financial Group first reported a position in Visa in Q4 2024 and held it in 5 quarters.
  • Cosner Financial Group's Visa position peaked at $227K in Q2 2025.
  • 4,454 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.