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Financial Network Wealth Management’s Visa V Stock Holding History

Financial Network Wealth Management’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 		$1.51M Sell
4,205
-54
-1% -$19.7K 0.41% 34
2026
Q2 		$1.46M Sell
4,259
-38
-0.9% -$12.2K 0.41% 35
2026
Q1 		$1.3M Sell
4,297
-30
-0.7% -$9.6K 0.41% 36
2025
Q4 		$1.52M Sell
4,327
-5
-0.1% -$1.7K 0.47% 32
2025
Q3 		$1.45M Buy
+4,332
New +$1.5M 0.45% 33
2025
Q1 		$1.71M Sell
4,891
-134
-3% -$45.3K 0.61% 34
2024
Q4 		$1.59M Sell
5,025
-340
-6% -$102K 0.57% 34
2024
Q3 		$1.48M Sell
5,365
-16
-0.3% -$4.33K 0.53% 35
2024
Q2 		$1.41M Buy
+5,381
New +$1.47M 0.54% 35
2024
Q1 		– Sell
-5,424
Closed -$1.41M – 97
2023
Q4 		$1.41M Sell
5,424
-236
-4% -$58.2K 0.61% 33
2023
Q3 		$1.31M Buy
5,660
+208
+4% +$50K 0.64% 32
2023
Q2 		$1.28M Sell
5,452
-225
-4% -$51.5K 0.59% 34
2023
Q1 		$1.28M Sell
5,677
-88
-2% -$19.6K 0.63% 35
2022
Q4 		$1.2M Sell
5,765
-33
-0.6% -$6.66K 0.65% 37
2022
Q3 		$1.03M Buy
5,798
+64
+1% +$13K 0.64% 32
2022
Q2 		$1.13M Hold
5,734
– – 0.68% 27
2022
Q1 		$1.27M Sell
5,734
-6
-0.1% -$1.3K 0.66% 26
2021
Q4 		$1.24M Hold
5,740
– – 0.63% 26
2021
Q3 		$1.28M Hold
5,740
– – 0.73% 22
2021
Q2 		$1.34M Hold
5,740
– – 0.79% 18
2021
Q1 		$1.22M Buy
5,740
+150
+3% +$31.6K 0.79% 20
2020
Q4 		$1.22M Buy
+5,590
New +$1.14M 0.96% 19

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Financial Network Wealth Management's V Position: Q3 2026 in Review

Financial Network Wealth Management reduced its Visa (V) stake by 1.3% in Q3 2026, selling an estimated $19.7K and leaving 4,205 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #34.

Financial Network Wealth Management first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q1 2025. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Financial Network Wealth Management held 4,205 shares of Visa worth $1.51M as of Q3 2026.
  • Financial Network Wealth Management sold 54 Visa shares in Q3 2026, an estimated $19.7K.
  • Visa made up 0.41% of Financial Network Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Financial Network Wealth Management first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Financial Network Wealth Management's Visa position peaked at $1.71M in Q1 2025.
  • 3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Financial Network Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.