Elser Financial Planning
V icon

Elser Financial Planning’s Visa V Stock Holding History

Elser 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
2026
Q3 		$266K Buy
739
+39
+6% +$14.3K 0.01% 111
2026
Q2 		$240K Buy
+700
New +$225K 0.01% 113
2025
Q1 		– Sell
-661
Closed -$209K – 106
2024
Q4 		$209K Buy
+661
New +$199K 0.01% 107

Other funds holding V

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elser Financial Planning's V Position: Q3 2026 in Review

Elser Financial Planning increased its Visa (V) stake by 5.6% in Q3 2026, buying an estimated $14.3K and bringing the position to 739 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #111.

Elser Financial Planning first reported a position in V in Q4 2024 and has held it in 3 quarters since. 2,529 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Elser Financial Planning held 739 shares of Visa worth $266K as of Q3 2026.
  • Elser Financial Planning bought 39 Visa shares in Q3 2026, an estimated $14.3K.
  • Visa made up 0.01% of Elser Financial Planning's portfolio in Q3 2026, its #111 holding.
  • Elser Financial Planning first reported a position in Visa in Q4 2024 and has held it in 3 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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