FLP
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Financial Life Planners’s Visa V Stock Holding History

Financial Life Planners’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 		$45.8K Sell
134
-50
-27% -$16.1K 0.03% 126
2026
Q1 		$55.7K Sell
184
-1,263
-87% -$406K 0.04% 109
2025
Q4 		$507K Sell
1,447
-131
-8% -$44.6K 0.36% 31
2025
Q3 		$539K Buy
1,578
+151
+11% +$52.3K 0.36% 29
2025
Q2 		$507K Buy
1,427
+1,139
+395% +$397K 0.41% 28
2025
Q1 		$101K Sell
288
-10
-3% -$3.38K 0.1% 82
2024
Q4 		$94.1K Buy
+298
New +$89.6K 0.08% 75

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Financial Life Planners's V Position: Q2 2026 in Review

Financial Life Planners reduced its Visa (V) stake by 27% in Q2 2026, selling an estimated $16.1K and leaving 134 shares worth $45.8K. The position accounts for 0.03% of the portfolio, ranked #126.

Financial Life Planners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $539K in Q3 2025. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Life Planners held 134 shares of Visa worth $45.8K as of Q2 2026.
  • Financial Life Planners sold 50 Visa shares in Q2 2026, an estimated $16.1K.
  • Visa made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #126 holding.
  • Financial Life Planners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's Visa position peaked at $539K in Q3 2025.
  • 2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.