DecisionPoint Financial’s Visa V Stock Holding History

DecisionPoint Financial’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 Q1	$4.23K	Hold	14	–	–	﹤0.01%	231
2025 Q4	$4.91K	Hold	14	–	–	﹤0.01%	248
2025 Q3	$4.87K	Hold	14	–	–	﹤0.01%	172
2025 Q2	$4.98K	Buy	+14	New	+$4.88K	﹤0.01%	180
2023 Q4	–	Sell	-35	Closed	-$8.05K	–	263
2023 Q3	$8.05K	Hold	35	–	–	﹤0.01%	136
2023 Q2	$8.31K	Sell	35 -79	-69%	-$18.1K	﹤0.01%	122
2023 Q1	$25.7K	Buy	114 +79	+226%	+$17.6K	0.01%	83
2022 Q4	$7.27K	Buy	+35	New	+$7.06K	﹤0.01%	104

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DecisionPoint Financial's V Position: Q1 2026 in Review

DecisionPoint Financial held its Visa (V) position steady in Q1 2026 at 14 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

DecisionPoint Financial first reported a position in V in Q4 2022 and has held it in 8 quarters since. The position peaked at $25.7K in Q1 2023. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

DecisionPoint Financial held 14 shares of Visa worth $4.23K as of Q1 2026.
DecisionPoint Financial left its Visa share count unchanged in Q1 2026.
Visa made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #231 holding.
DecisionPoint Financial first reported a position in Visa in Q4 2022 and has held it in 8 quarters since.
DecisionPoint Financial's Visa position peaked at $25.7K in Q1 2023.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.