Cypress Financial Planning
V icon

Cypress Financial Planning’s Visa V Stock Holding History

Cypress Financial Planning’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 		$718K Hold
1,998
– – 0.19% 48
2026
Q2 		$686K Buy
1,998
+263
+15% +$84.4K 0.17% 52
2026
Q1 		$524K Sell
1,735
-231
-12% -$74.3K 0.14% 61
2025
Q4 		$690K Buy
+1,966
New +$670K 0.19% 49

Other funds holding V

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cypress Financial Planning's V Position: Q3 2026 in Review

Cypress Financial Planning held its Visa (V) position steady in Q3 2026 at 1,998 shares worth $718K. The position accounts for 0.19% of the portfolio, ranked #48.

Cypress Financial Planning first reported a position in V in Q4 2025 and has held it in 4 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Cypress Financial Planning held 1,998 shares of Visa worth $718K as of Q3 2026.
  • Cypress Financial Planning left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.19% of Cypress Financial Planning's portfolio in Q3 2026, its #48 holding.
  • Cypress Financial Planning first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.