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 Q3	$484K	Hold	1,347	–	–	0.15%	57
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Financial Council's V Position: Q3 2026 in Review

Financial Council held its Visa (V) position steady in Q3 2026 at 1,347 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #57.

Financial Council first reported a position in V in Q3 2022 and has held it in 17 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

Financial Council held 1,347 shares of Visa worth $484K as of Q3 2026.
Financial Council left its Visa share count unchanged in Q3 2026.
Visa made up 0.15% of Financial Council's portfolio in Q3 2026, its #57 holding.
Financial Council first reported a position in Visa in Q3 2022 and has held it in 17 quarters since.
3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.