Creative Financial Designs’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Buy
3,649
+1,112
+44% +$357K 0.06% 257
2026
Q1
$767K Buy
2,537
+388
+18% +$125K 0.05% 270
2025
Q4
$754K Sell
2,149
-351
-14% -$120K 0.05% 274
2025
Q3
$854K Buy
2,500
+859
+52% +$297K 0.06% 251
2025
Q2
$583K Sell
1,641
-79
-5% -$27.5K 0.04% 301
2025
Q1
$603K Buy
1,720
+144
+9% +$48.7K 0.05% 264
2024
Q4
$498K Sell
1,576
-317
-17% -$95.3K 0.04% 285
2024
Q3
$521K Sell
1,893
-200
-10% -$54.1K 0.04% 284
2024
Q2
$549K Sell
2,093
-79
-4% -$21.7K 0.05% 264
2024
Q1
$606K Sell
2,172
-90
-4% -$24.8K 0.06% 237
2023
Q4
$589K Buy
2,262
+212
+10% +$52.3K 0.06% 215
2023
Q3
$471K Buy
2,050
+1
+0% +$240 0.06% 225
2023
Q2
$487K Buy
2,049
+49
+2% +$11.2K 0.06% 216
2023
Q1
$451K Sell
2,000
-67
-3% -$14.9K 0.06% 218
2022
Q4
$429K Buy
2,067
+289
+16% +$58.3K 0.06% 217
2022
Q3
$316K Buy
1,778
+106
+6% +$21.6K 0.05% 235
2022
Q2
$329K Sell
1,672
-168
-9% -$34.7K 0.05% 231
2022
Q1
$408K Buy
1,840
+53
+3% +$11.5K 0.06% 217
2021
Q4
$387K Sell
1,787
-355
-17% -$76.2K 0.06% 219
2021
Q3
$477K Buy
2,142
+24
+1% +$5.63K 0.08% 185
2021
Q2
$495K Buy
2,118
+42
+2% +$9.6K 0.09% 182
2021
Q1
$440K Sell
2,076
-178
-8% -$37.5K 0.09% 183
2020
Q4
$493K Buy
2,254
+12
+0.5% +$2.46K 0.11% 147
2020
Q3
$448K Buy
2,242
+63
+3% +$12.6K 0.11% 151
2020
Q2
$421K Buy
2,179
+1,706
+361% +$312K 0.13% 127
2020
Q1
$76K Buy
473
+182
+63% +$34.3K 0.04% 192
2019
Q4
$56K Sell
291
-108
-27% -$19.5K 0.03% 241
2019
Q3
$68K Sell
399
-334
-46% -$59.5K 0.04% 207
2019
Q2
$129K Buy
733
+40
+6% +$6.55K 0.07% 159
2019
Q1
$108K Buy
693
+1
+0.1% +$144 0.06% 159
2018
Q4
$91K Buy
692
+10
+1% +$1.38K 0.07% 149
2018
Q3
$102K Buy
682
+73
+12% +$10.4K 0.06% 158
2018
Q2
$81K Buy
609
+1
+0.2% +$129 0.05% 196
2018
Q1
$73K Sell
608
-34
-5% -$4.12K 0.05% 191
2017
Q4
$73K Sell
642
-120
-16% -$13.3K 0.05% 189
2017
Q3
$80K Buy
762
+80
+12% +$8.11K 0.05% 202
2017
Q2
$64K Buy
682
+50
+8% +$4.64K 0.04% 215
2017
Q1
$56K Buy
632
+59
+10% +$5.08K 0.04% 225
2016
Q4
$45K Buy
+573
New +$46.1K 0.04% 237

Other funds holding V

Creative Financial Designs's V Position: Q2 2026 in Review

Creative Financial Designs increased its Visa (V) stake by 44% in Q2 2026, buying an estimated $357K and bringing the position to 3,649 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #257.

Creative Financial Designs first reported a position in V in Q4 2016 and has held it in 39 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Creative Financial Designs held 3,649 shares of Visa worth $1.25M as of Q2 2026.
  • Creative Financial Designs bought 1,112 Visa shares in Q2 2026, an estimated $357K.
  • Visa made up 0.06% of Creative Financial Designs's portfolio in Q2 2026, its #257 holding.
  • Creative Financial Designs first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.