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Crumly & Associates’s Visa V Stock Holding History

Crumly & Associates’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 		$1.12M Buy
3,110
+299
+11% +$109K 0.2% 72
2026
Q2 		$965K Buy
2,811
+2
+0.1% +$642 0.18% 76
2026
Q1 		$849K Buy
2,809
+480
+21% +$154K 0.18% 79
2025
Q4 		$817K Buy
2,329
+39
+2% +$13.3K 0.17% 79
2025
Q3 		$782K Buy
2,290
+165
+8% +$57.1K 0.17% 82
2025
Q2 		$755K Sell
2,125
-56
-3% -$19.5K 0.18% 75
2025
Q1 		$764K Buy
2,181
+45
+2% +$15.2K 0.21% 69
2024
Q4 		$675K Sell
2,136
-36
-2% -$10.8K 0.18% 79
2024
Q3 		$597K Buy
2,172
+109
+5% +$29.5K 0.17% 86
2024
Q2 		$542K Buy
2,063
+31
+2% +$8.5K 0.16% 91
2024
Q1 		$567K Buy
2,032
+9
+0.4% +$2.48K 0.15% 93
2023
Q4 		$527K Buy
2,023
+616
+44% +$152K 0.15% 87
2023
Q3 		$324K Sell
1,407
-122
-8% -$29.3K 0.13% 92
2023
Q2 		$363K Sell
1,529
-218
-12% -$49.9K 0.15% 92
2023
Q1 		$394K Buy
1,747
+39
+2% +$8.68K 0.17% 82
2022
Q4 		$355K Sell
1,708
-1,325
-44% -$267K 0.13% 71
2022
Q3 		$539K Buy
3,033
+139
+5% +$28.3K 0.22% 56
2022
Q2 		$570K Buy
2,894
+205
+8% +$42.4K 0.24% 56
2022
Q1 		$596K Buy
2,689
+160
+6% +$34.6K 0.22% 68
2021
Q4 		$586K Sell
2,529
-449
-15% -$96.4K 0.23% 66
2021
Q3 		$663K Buy
2,978
+417
+16% +$97.8K 0.31% 54
2021
Q2 		$599K Buy
2,561
+355
+16% +$81.2K 0.29% 55
2021
Q1 		$467K Sell
2,206
-558
-20% -$117K 0.27% 51
2020
Q4 		$558K Buy
2,764
+1,120
+68% +$229K 0.39% 37
2020
Q3 		$329K Buy
+1,644
New +$328K 0.28% 36

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Crumly & Associates's V Position: Q3 2026 in Review

Crumly & Associates increased its Visa (V) stake by 11% in Q3 2026, buying an estimated $109K and bringing the position to 3,110 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #72.

Crumly & Associates first reported a position in V in Q3 2020 and has held it in 25 quarters since. 4,059 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Crumly & Associates held 3,110 shares of Visa worth $1.12M as of Q3 2026.
  • Crumly & Associates bought 299 Visa shares in Q3 2026, an estimated $109K.
  • Visa made up 0.2% of Crumly & Associates's portfolio in Q3 2026, its #72 holding.
  • Crumly & Associates first reported a position in Visa in Q3 2020 and has held it in 25 quarters since.
  • 4,059 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.