First Citizens Financial Corp’s Visa V Stock Holding History

First Citizens Financial Corp’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	$1.22M	Sell	3,555 -60	-2%	-$19.3K	0.51%	51
2026 Q1	$1.09M	Sell	3,615 -8	-0.2%	-$2.57K	0.52%	53
2025 Q4	$1.27M	Sell	3,623 -7	-0.2%	-$2.38K	0.63%	46
2025 Q3	$1.24M	Hold	3,630	–	–	0.61%	47
2025 Q2	$1.29M	Buy	3,630 +55	+2%	+$19.2K	0.71%	40
2025 Q1	$1.25M	Hold	3,575	–	–	0.71%	39
2024 Q4	$1.13M	Buy	3,575 +1,860	+108%	+$559K	0.61%	41
2024 Q3	$472K	Hold	1,715	–	–	0.25%	73
2024 Q2	$450K	Sell	1,715 -14	-0.8%	-$3.84K	0.27%	72
2024 Q1	$483K	Buy	1,729 +29	+2%	+$8.01K	0.29%	68
2023 Q4	$443K	Hold	1,700	–	–	0.28%	69
2023 Q3	$391K	Sell	1,700 -50	-3%	-$12K	0.28%	70
2023 Q2	$416K	Buy	+1,750	New	+$401K	0.28%	70
2022 Q4	$291K	Hold	1,400	–	–	0.25%	74
2022 Q3	$249K	Sell	1,400 -65	-4%	-$13.2K	0.25%	78
2022 Q2	$288K	Hold	1,465	–	–	0.25%	75
2022 Q1	$325K	Hold	1,465	–	–	0.24%	75
2021 Q4	$317K	Sell	1,465 -41	-3%	-$8.8K	0.23%	77
2021 Q3	$335K	Hold	1,506	–	–	0.27%	69
2021 Q2	$352K	Hold	1,506	–	–	0.27%	75
2021 Q1	$319K	Sell	1,506 -47	-3%	-$9.89K	0.26%	73
2020 Q4	$340K	Buy	1,553 +497	+47%	+$102K	0.3%	67
2020 Q3	$211K	Buy	+1,056	New	+$211K	0.21%	95

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Citizens Financial Corp's V Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $19.3K and leaving 3,555 shares worth $1.22M. The position accounts for 0.51% of the portfolio, ranked #51.

First Citizens Financial Corp first reported a position in V in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

First Citizens Financial Corp held 3,555 shares of Visa worth $1.22M as of Q2 2026.
First Citizens Financial Corp sold 60 Visa shares in Q2 2026, an estimated $19.3K.
Visa made up 0.51% of First Citizens Financial Corp's portfolio in Q2 2026, its #51 holding.
First Citizens Financial Corp first reported a position in Visa in Q3 2020 and has held it in 23 quarters since.
First Citizens Financial Corp's Visa position peaked at $1.29M in Q2 2025.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.