FGC
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Financial Gravity Companies’s Visa V Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$156K Buy
+440
New +$153K 0.03% 179
2024
Q4 		$137K Sell
434
-20
-4% -$6.01K 0.03% 170
2024
Q3 		$125K Buy
+454
New +$123K 0.03% 116
2018
Q4 		$57K Buy
+410
New +$56.6K 0.05% 300
2018
Q1 		$110K Sell
868
-27
-3% -$3.27K 0.11% 176
2017
Q4 		$112K Buy
+895
New +$98.8K 0.13% 163

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's V Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Visa (V) in Q2 2025: 440 shares worth $156K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in V as recently as Q4 2024.

Financial Gravity Companies first reported a position in V in Q4 2017 and has held it in 6 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Financial Gravity Companies held 440 shares of Visa worth $156K as of Q2 2025.
  • Visa was a new Financial Gravity Companies position in Q2 2025.
  • Visa made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #179 holding.
  • Financial Gravity Companies first reported a position in Visa in Q4 2017 and has held it in 6 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.