FC
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Financial Consulate’s Visa V Stock Holding History

Financial Consulate’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 		$688K Sell
2,277
-604
-21% -$194K 0.09% 65
2025
Q4 		$1.01M Sell
2,881
-384
-12% -$131K 0.14% 50
2025
Q3 		$1.11M Buy
+3,265
New +$1.13M 0.16% 44
2023
Q2 		– Sell
-4,385
Closed -$989K – 112
2023
Q1 		$989K Buy
4,385
+25
+0.6% +$5.57K 0.34% 31
2022
Q4 		$906K Sell
4,360
-939
-18% -$189K 0.32% 44
2022
Q3 		$941K Buy
5,299
+133
+3% +$27.1K 0.4% 33
2022
Q2 		$1.02M Buy
5,166
+468
+10% +$96.7K 0.48% 34
2022
Q1 		$1.04M Sell
4,698
-153
-3% -$33.1K 0.4% 38
2021
Q4 		$1.05M Buy
4,851
+46
+1% +$9.88K 0.36% 39
2021
Q3 		$1.07M Buy
4,805
+544
+13% +$128K 0.39% 37
2021
Q2 		$996K Buy
4,261
+312
+8% +$71.3K 0.36% 36
2021
Q1 		$836K Buy
3,949
+372
+10% +$78.3K 0.34% 40
2020
Q4 		$782K Buy
3,577
+723
+25% +$148K 0.34% 38
2020
Q3 		$571K Buy
2,854
+393
+16% +$78.5K 0.27% 51
2020
Q2 		$475K Buy
2,461
+1,026
+71% +$187K 0.24% 55
2020
Q1 		$231K Buy
1,435
+108
+8% +$20.3K 0.14% 85
2019
Q4 		$249K Buy
1,327
+17
+1% +$3.06K 0.11% 90
2019
Q3 		$225K Sell
1,310
-22
-2% -$3.92K 0.1% 92
2019
Q2 		$231K Sell
1,332
-112
-8% -$18.3K 0.1% 91
2019
Q1 		$226K Buy
+1,444
New +$208K 0.1% 100
2018
Q4 		– Sell
-1,707
Closed -$256K – 119
2018
Q3 		$256K Hold
1,707
– – 0.15% 101
2018
Q2 		$226K Hold
1,707
– – 0.11% 106
2018
Q1 		$204K Buy
+1,707
New +$207K 0.11% 105

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Consulate's V Position: Q1 2026 in Review

Financial Consulate reduced its Visa (V) stake by 21% in Q1 2026, selling an estimated $194K and leaving 2,277 shares worth $688K. The position accounts for 0.09% of the portfolio, ranked #65.

Financial Consulate first reported a position in V in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Financial Consulate held 2,277 shares of Visa worth $688K as of Q1 2026.
  • Financial Consulate sold 604 Visa shares in Q1 2026, an estimated $194K.
  • Visa made up 0.09% of Financial Consulate's portfolio in Q1 2026, its #65 holding.
  • Financial Consulate first reported a position in Visa in Q1 2018 and has held it in 23 quarters since.
  • Financial Consulate's Visa position peaked at $1.11M in Q3 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.