Coyle Financial Counsel’s Visa V Stock Holding History

Coyle Financial Counsel’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	$492K	Buy	1,628 +114	+8%	+$36.7K	0.1%	67
2025 Q4	$531K	Buy	1,514 +350	+30%	+$119K	0.11%	62
2025 Q3	$397K	Buy	+1,164	New	+$403K	0.09%	71
2022 Q4	–	Sell	-1,358	Closed	-$241K	–	61
2022 Q3	$241K	Sell	1,358 -4,739	-78%	-$964K	0.16%	52
2022 Q2	$1.28M	Buy	6,097 +3,057	+101%	+$632K	0.7%	33
2022 Q1	$674K	Buy	3,040 +914	+43%	+$198K	0.36%	44
2021 Q4	$461K	Buy	2,126 +43	+2%	+$9.23K	0.27%	47
2021 Q3	$464K	Buy	2,083 +1,183	+131%	+$277K	0.27%	45
2021 Q2	$210K	Sell	900 -1,100	-55%	-$251K	0.13%	56
2021 Q1	$423K	Buy	+2,000	New	+$421K	0.29%	43
2018 Q3	–	Sell	-118	Closed	-$16K	–	287
2018 Q2	$16K	Sell	118 -70	-37%	-$9.01K	0.02%	89
2018 Q1	$22K	Buy	+188	New	+$22.8K	0.02%	67

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Coyle Financial Counsel's V Position: Q1 2026 in Review

Coyle Financial Counsel increased its Visa (V) stake by 7.5% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,628 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #67.

Coyle Financial Counsel first reported a position in V in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.28M in Q2 2022. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Coyle Financial Counsel held 1,628 shares of Visa worth $492K as of Q1 2026.
Coyle Financial Counsel bought 114 Visa shares in Q1 2026, an estimated $36.7K.
Visa made up 0.1% of Coyle Financial Counsel's portfolio in Q1 2026, its #67 holding.
Coyle Financial Counsel first reported a position in Visa in Q1 2018 and has held it in 12 quarters since.
Coyle Financial Counsel's Visa position peaked at $1.28M in Q2 2022.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.