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Financial Planning Hawaii’s Visa V Stock Holding History

Financial Planning Hawaii’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 		$674K Sell
1,964
-410
-17% -$132K 0.36% 69
2026
Q1 		$718K Hold
2,374
– – 0.42% 58
2025
Q4 		$833K Buy
+2,374
New +$809K 0.48% 50

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Financial Planning Hawaii's V Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Visa (V) stake by 17% in Q2 2026, selling an estimated $132K and leaving 1,964 shares worth $674K. The position accounts for 0.36% of the portfolio, ranked #69.

Financial Planning Hawaii first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $833K in Q4 2025. 2,797 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Planning Hawaii held 1,964 shares of Visa worth $674K as of Q2 2026.
  • Financial Planning Hawaii sold 410 Visa shares in Q2 2026, an estimated $132K.
  • Visa made up 0.36% of Financial Planning Hawaii's portfolio in Q2 2026, its #69 holding.
  • Financial Planning Hawaii first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Visa position peaked at $833K in Q4 2025.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.