Financial Symmetry’s Visa V Stock Holding History

Financial Symmetry’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	$292K	Buy	851 +100	+13%	+$32.1K	0.1%	50
2026 Q1	$248K	Sell	751 -20	-3%	-$6.43K	0.09%	51
2025 Q4	$270K	Hold	771	–	–	0.11%	50
2025 Q3	$263K	Hold	771	–	–	0.12%	46
2025 Q2	$274K	Buy	771 +1	+0.1%	+$349	0.14%	40
2025 Q1	$270K	Buy	770 +43	+6%	+$14.6K	0.17%	40
2024 Q4	$230K	Buy	+727	New	+$219K	0.16%	38
2024 Q2	–	Sell	-727	Closed	-$203K	–	42
2024 Q1	$203K	Buy	+727	New	+$201K	0.18%	35

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Symmetry's V Position: Q2 2026 in Review

Financial Symmetry increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $32.1K and bringing the position to 851 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #50.

Financial Symmetry first reported a position in V in Q1 2024 and has held it in 8 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Financial Symmetry held 851 shares of Visa worth $292K as of Q2 2026.
Financial Symmetry bought 100 Visa shares in Q2 2026, an estimated $32.1K.
Visa made up 0.1% of Financial Symmetry's portfolio in Q2 2026, its #50 holding.
Financial Symmetry first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.