Forum Finance Group’s Visa V Stock Holding History

Forum Finance Group’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	$5.49M	Buy	19,789 +2,549	+15%	+$818K	1.97%	11
2026 Q1	$4.16M	Buy	+17,240	New	+$5.54M	2.26%	8

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

Forum Finance Group's V Position: Q2 2026 in Review

Forum Finance Group increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $818K and bringing the position to 19,789 shares worth $5.49M. The position accounts for 1.97% of the portfolio, ranked #11.

Forum Finance Group 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.

Forum Finance Group held 19,789 shares of Visa worth $5.49M as of Q2 2026.
Forum Finance Group bought 2,549 Visa shares in Q2 2026, an estimated $818K.
Visa made up 1.97% of Forum Finance Group's portfolio in Q2 2026, its #11 holding.
Forum Finance Group 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 Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.