Financial Council’s Visa V Stock Holding History

Financial Council’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	$462K	Hold	1,347	–	–	0.15%	58
2026 Q1	$407K	Hold	1,347	–	–	0.16%	60
2025 Q4	$472K	Sell	1,347 -5	-0.4%	-$1.7K	0.19%	56
2025 Q3	$462K	Buy	1,352 +20	+2%	+$6.92K	0.2%	53
2025 Q2	$473K	Hold	1,332	–	–	0.23%	50
2025 Q1	$467K	Hold	1,332	–	–	0.25%	44
2024 Q4	$421K	Hold	1,332	–	–	0.22%	48
2024 Q3	$366K	Hold	1,332	–	–	0.19%	55
2024 Q2	$350K	Hold	1,332	–	–	0.2%	55
2024 Q1	$372K	Hold	1,332	–	–	0.22%	50
2023 Q4	$347K	Hold	1,332	–	–	0.23%	50
2023 Q3	$306K	Hold	1,332	–	–	0.24%	47
2023 Q2	$316K	Hold	1,332	–	–	0.24%	44
2023 Q1	$300K	Hold	1,332	–	–	0.24%	48
2022 Q4	$277K	Hold	1,332	–	–	0.17%	53
2022 Q3	$237K	Buy	+1,332	New	+$271K	0.27%	51

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

Financial Council's V Position: Q2 2026 in Review

Financial Council held its Visa (V) position steady in Q2 2026 at 1,347 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #58.

Financial Council first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $473K in Q2 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

Financial Council held 1,347 shares of Visa worth $462K as of Q2 2026.
Financial Council left its Visa share count unchanged in Q2 2026.
Visa made up 0.15% of Financial Council's portfolio in Q2 2026, its #58 holding.
Financial Council first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
Financial Council's Visa position peaked at $473K in Q2 2025.
4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.