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Dynamic Financial Group’s Visa V Stock Holding History

Dynamic Financial Group’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 		$249K Hold
727
– – 0.19% 66
2026
Q1 		$220K Hold
727
– – 0.18% 62
2025
Q4 		$255K Hold
727
– – 0.22% 54
2025
Q3 		$248K Hold
727
– – 0.22% 55
2025
Q2 		$258K Hold
727
– – 0.25% 53
2025
Q1 		$255K Hold
727
– – 0.26% 50
2024
Q4 		$230K Buy
+727
New +$219K 0.23% 53

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dynamic Financial Group's V Position: Q2 2026 in Review

Dynamic Financial Group held its Visa (V) position steady in Q2 2026 at 727 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #66.

Dynamic Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Dynamic Financial Group held 727 shares of Visa worth $249K as of Q2 2026.
  • Dynamic Financial Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.19% of Dynamic Financial Group's portfolio in Q2 2026, its #66 holding.
  • Dynamic Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's Visa position peaked at $258K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.