Econ Financial Services
V icon

Econ Financial Services’s Visa V Stock Holding History

Econ Financial Services’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 		– Sell
-9,462
Closed -$3.25M – 114
2026
Q2 		$3.25M Buy
+9,462
New +$3.04M 1.52% 25
2023
Q3 		– Sell
-5,960
Closed -$1.42M – 103
2023
Q2 		$1.42M Buy
+5,960
New +$1.36M 1% 44

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Econ Financial Services's V Position: Q3 2026 in Review

Econ Financial Services sold out of Visa (V) in Q3 2026, closing a stake of 9,462 shares — an estimated $3.25M sold.

Econ Financial Services first reported a position in V in Q2 2023 and held it in 2 quarters. The position peaked at $3.25M in Q2 2026. 3,740 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Econ Financial Services reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 9,462 Visa shares in Q3 2026, an estimated $3.25M.
  • Econ Financial Services first reported a position in Visa in Q2 2023 and held it in 2 quarters.
  • Econ Financial Services's Visa position peaked at $3.25M in Q2 2026.
  • 3,740 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.