Financial Connections Group’s Visa V Stock Holding History

Financial Connections 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 Q1	$174K	Buy	578 +55	+11%	+$17.7K	0.06%	71
2025 Q4	$183K	Sell	523 -12	-2%	-$4.09K	0.06%	73
2025 Q3	$182K	Hold	535	–	–	0.07%	71
2025 Q2	$189K	Hold	535	–	–	0.08%	59
2025 Q1	$187K	Sell	535 -31	-5%	-$10.5K	0.08%	60
2024 Q4	$178K	Buy	566 +15	+3%	+$4.51K	0.09%	57
2024 Q3	$151K	Sell	551 -111	-17%	-$30K	0.07%	55
2024 Q2	$173K	Hold	662	–	–	0.09%	54
2024 Q1	$185K	Sell	662 -898	-58%	-$248K	0.2%	30
2023 Q4	$406K	Hold	1,560	–	–	0.26%	39
2023 Q3	$358K	Hold	1,560	–	–	0.44%	26
2023 Q2	$370K	Buy	1,560 +898	+136%	+$206K	0.24%	43
2023 Q1	$149K	Sell	662 -189	-22%	-$42.1K	0.11%	53
2022 Q4	$176K	Buy	851 +145	+21%	+$29.2K	0.14%	49
2022 Q3	$125K	Sell	706 -178	-20%	-$36.2K	0.11%	51
2022 Q2	$174K	Buy	884 +73	+9%	+$15.1K	0.15%	53
2022 Q1	$179K	Hold	811	–	–	0.18%	51
2021 Q4	$175K	Buy	+811	New	+$174K	0.17%	54

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Connections Group's V Position: Q1 2026 in Review

Financial Connections Group increased its Visa (V) stake by 11% in Q1 2026, buying an estimated $17.7K and bringing the position to 578 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #71.

Financial Connections Group first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $406K in Q4 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Financial Connections Group held 578 shares of Visa worth $174K as of Q1 2026.
Financial Connections Group bought 55 Visa shares in Q1 2026, an estimated $17.7K.
Visa made up 0.06% of Financial Connections Group's portfolio in Q1 2026, its #71 holding.
Financial Connections Group first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Visa position peaked at $406K in Q4 2023.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.