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 Q3	$250K	Buy	697 +1	+0.1%	+$366	0.06%	65
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fiduciary Planning's V Position: Q3 2026 in Review

Fiduciary Planning increased its Visa (V) stake by 0.14% in Q3 2026, buying an estimated $366 and bringing the position to 697 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #65.

Fiduciary Planning first reported a position in V in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2023. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

Fiduciary Planning held 697 shares of Visa worth $250K as of Q3 2026.
Fiduciary Planning bought 1 Visa share in Q3 2026, an estimated $366.
Visa made up 0.06% of Fiduciary Planning's portfolio in Q3 2026, its #65 holding.
Fiduciary Planning first reported a position in Visa in Q1 2021 and has held it in 14 quarters since.
Fiduciary Planning's Visa position peaked at $1.24M in Q2 2023.
552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.