FPN
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Financial Planning Navigators’s Visa V Stock Holding History

Financial Planning Navigators’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 		$296K Buy
863
+57
+7% +$18.3K 0.11% 50
2026
Q1 		$244K Buy
+806
New +$259K 0.11% 46

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Financial Planning Navigators increased its Visa (V) stake by 7.1% in Q2 2026, buying an estimated $18.3K and bringing the position to 863 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #50.

Financial Planning Navigators first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Planning Navigators held 863 shares of Visa worth $296K as of Q2 2026.
  • Financial Planning Navigators bought 57 Visa shares in Q2 2026, an estimated $18.3K.
  • Visa made up 0.11% of Financial Planning Navigators's portfolio in Q2 2026, its #50 holding.
  • Financial Planning Navigators first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.