CFP
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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Financial Planning's V Position: Q2 2026 in Review

Cypress Financial Planning increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $84.4K and bringing the position to 1,998 shares worth $686K. The position accounts for 0.17% of the portfolio, ranked #52.

Cypress Financial Planning first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $690K in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cypress Financial Planning held 1,998 shares of Visa worth $686K as of Q2 2026.
  • Cypress Financial Planning bought 263 Visa shares in Q2 2026, an estimated $84.4K.
  • Visa made up 0.17% of Cypress Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Cypress Financial Planning first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Cypress Financial Planning's Visa position peaked at $690K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.