Fiduciary Planning’s Visa V Stock Holding History

Fiduciary 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	$239K	Buy	+696	New	+$223K	0.06%	68
2026 Q1	–	Sell	-660	Closed	-$232K	–	80
2025 Q4	$232K	Buy	+660	New	+$225K	0.07%	66
2023 Q4	–	Sell	-3,532	Closed	-$812K	–	69
2023 Q3	$812K	Sell	3,532 -1,685	-32%	-$405K	0.38%	38
2023 Q2	$1.24M	Buy	5,217 +83	+2%	+$19K	0.57%	22
2023 Q1	$1.16M	Sell	5,134 -185	-3%	-$41.2K	0.55%	18
2022 Q4	$1.1M	Buy	5,319 +64	+1%	+$12.9K	0.54%	21
2022 Q3	$933K	Buy	5,255 +45	+0.9%	+$9.16K	0.48%	21
2022 Q2	$1.03M	Buy	5,210 +835	+19%	+$173K	0.51%	17
2022 Q1	$970K	Buy	4,375 +695	+19%	+$150K	0.53%	17
2021 Q4	$798K	Sell	3,680 -311	-8%	-$66.8K	0.45%	25
2021 Q3	$889K	Buy	3,991 +1,971	+98%	+$462K	0.47%	28
2021 Q2	$472K	Buy	2,020 +1,963	+3,444%	+$449K	0.41%	39
2021 Q1	$12K	Buy	+57	New	+$12K	0.02%	155

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fiduciary Planning's V Position: Q2 2026 in Review

Fiduciary Planning opened a new position in Visa (V) in Q2 2026: 696 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in V as recently as Q4 2025.

Fiduciary Planning first reported a position in V in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Fiduciary Planning held 696 shares of Visa worth $239K as of Q2 2026.
Visa was a new Fiduciary Planning position in Q2 2026.
Visa made up 0.06% of Fiduciary Planning's portfolio in Q2 2026, its #68 holding.
Fiduciary Planning first reported a position in Visa in Q1 2021 and has held it in 13 quarters since.
Fiduciary Planning's Visa position peaked at $1.24M in Q2 2023.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.