Elevated Financial Group
V icon

Elevated Financial Group’s Visa V Stock Holding History

Elevated 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
Q3 		$208K Buy
+578
New +$211K 0.06% 115

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Elevated Financial Group's V Position: Q3 2026 in Review

Elevated Financial Group opened a new position in Visa (V) in Q3 2026: 578 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Elevated Financial Group held 578 shares of Visa worth $208K as of Q3 2026.
  • Visa was a new Elevated Financial Group position in Q3 2026.
  • Visa made up 0.06% of Elevated Financial Group's portfolio in Q3 2026, its #115 holding.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.