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 Q2	$717K	Buy	2,089 +461	+28%	+$148K	0.13%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Coyle Financial Counsel's V Position: Q2 2026 in Review

Coyle Financial Counsel increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $148K and bringing the position to 2,089 shares worth $717K. The position accounts for 0.13% of the portfolio, ranked #61.

Coyle Financial Counsel first reported a position in V in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.28M in Q2 2022. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

Coyle Financial Counsel held 2,089 shares of Visa worth $717K as of Q2 2026.
Coyle Financial Counsel bought 461 Visa shares in Q2 2026, an estimated $148K.
Visa made up 0.13% of Coyle Financial Counsel's portfolio in Q2 2026, its #61 holding.
Coyle Financial Counsel first reported a position in Visa in Q1 2018 and has held it in 13 quarters since.
Coyle Financial Counsel's Visa position peaked at $1.28M in Q2 2022.
4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.