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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Elser Financial Planning's V Position: Q2 2026 in Review

Elser Financial Planning opened a new position in Visa (V) in Q2 2026: 700 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Elser Financial Planning previously reported a position in V as recently as Q4 2024.

Elser Financial Planning first reported a position in V in Q4 2024 and has held it in 2 quarters since. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elser Financial Planning held 700 shares of Visa worth $240K as of Q2 2026.
  • Visa was a new Elser Financial Planning position in Q2 2026.
  • Visa made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #113 holding.
  • Elser Financial Planning first reported a position in Visa in Q4 2024 and has held it in 2 quarters since.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.