DFP
V icon

Defined Financial Planning’s Visa V Stock Holding History

Defined 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
2025
Q3 		$295K Sell
839
-63
-7% -$21.8K 0.24% 46
2025
Q2 		$313K Sell
902
-92
-9% -$32.1K 0.28% 43
2025
Q1 		$344K Sell
994
-486
-33% -$164K 0.35% 44
2024
Q4 		$468K Buy
+1,480
New +$445K 0.5% 32

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Defined Financial Planning's V Position: Q3 2025 in Review

Defined Financial Planning reduced its Visa (V) stake by 7% in Q3 2025, selling an estimated $21.8K and leaving 839 shares worth $295K. The position accounts for 0.24% of the portfolio, ranked #46.

Defined Financial Planning first reported a position in V in Q4 2024 and has held it in 4 quarters since. The position peaked at $468K in Q4 2024. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Defined Financial Planning held 839 shares of Visa worth $295K as of Q3 2025.
  • Defined Financial Planning sold 63 Visa shares in Q3 2025, an estimated $21.8K.
  • Visa made up 0.24% of Defined Financial Planning's portfolio in Q3 2025, its #46 holding.
  • Defined Financial Planning first reported a position in Visa in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Visa position peaked at $468K in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.