Forbes Financial Planning’s Visa V Stock Holding History

Forbes Financial Planning’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	$310K	Hold	904	–	–	0.17%	34
2026 Q1	$273K	Hold	904	–	–	0.16%	33
2025 Q4	$317K	Buy	904 +50	+6%	+$17K	0.19%	31
2025 Q3	$292K	Sell	854 -50	-6%	-$17.3K	0.19%	30
2025 Q2	$321K	Hold	904	–	–	0.22%	32
2025 Q1	$317K	Hold	904	–	–	0.23%	29
2024 Q4	$286K	Hold	904	–	–	0.14%	30
2024 Q3	$249K	Hold	904	–	–	0.18%	28
2024 Q2	$237K	Hold	904	–	–	0.19%	28
2024 Q1	$252K	Hold	904	–	–	0.22%	29
2023 Q4	$235K	Hold	904	–	–	0.22%	28
2023 Q3	$208K	Hold	904	–	–	0.22%	28
2023 Q2	$215K	Hold	904	–	–	0.21%	28
2023 Q1	$204K	Buy	+904	New	+$201K	0.2%	30
2022 Q2	–	Sell	-939	Closed	-$208K	–	32
2022 Q1	$208K	Hold	939	–	–	0.26%	30
2021 Q4	$204K	Buy	+939	New	+$202K	0.2%	37

Other funds holding V

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Forbes Financial Planning held its Visa (V) position steady in Q2 2026 at 904 shares worth $310K. The position accounts for 0.17% of the portfolio, ranked #34.

Forbes Financial Planning first reported a position in V in Q4 2021 and has held it in 16 quarters since. The position peaked at $321K in Q2 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

Forbes Financial Planning held 904 shares of Visa worth $310K as of Q2 2026.
Forbes Financial Planning left its Visa share count unchanged in Q2 2026.
Visa made up 0.17% of Forbes Financial Planning's portfolio in Q2 2026, its #34 holding.
Forbes Financial Planning first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
Forbes Financial Planning's Visa position peaked at $321K in Q2 2025.
2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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