Francis Financial
V icon

Francis Financial’s Visa V Stock Holding History

Francis Financial’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
Q3 		$442K Buy
1,230
+91
+8% +$33.3K 0.07% 85
2026
Q2 		$391K Buy
1,139
+169
+17% +$54.3K 0.06% 84
2026
Q1 		$293K Sell
970
-114
-11% -$36.7K 0.05% 90
2025
Q4 		$380K Sell
1,084
-44
-4% -$15K 0.07% 76
2025
Q3 		$661K Buy
1,128
+153
+16% +$53K 0.12% 59
2025
Q2 		$346K Buy
975
+73
+8% +$25.4K 0.08% 72
2025
Q1 		$316K Sell
902
-695
-44% -$235K 0.08% 70
2024
Q4 		$271K Buy
1,597
+799
+100% +$240K 0.07% 79
2024
Q3 		$219K Sell
798
-67
-8% -$18.1K 0.06% 91
2024
Q2 		$227K Buy
+865
New +$237K 0.07% 77

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Francis Financial's V Position: Q3 2026 in Review

Francis Financial increased its Visa (V) stake by 8% in Q3 2026, buying an estimated $33.3K and bringing the position to 1,230 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #85.

Francis Financial first reported a position in V in Q2 2024 and has held it in 10 quarters since. The position peaked at $661K in Q3 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Francis Financial held 1,230 shares of Visa worth $442K as of Q3 2026.
  • Francis Financial bought 91 Visa shares in Q3 2026, an estimated $33.3K.
  • Visa made up 0.07% of Francis Financial's portfolio in Q3 2026, its #85 holding.
  • Francis Financial first reported a position in Visa in Q2 2024 and has held it in 10 quarters since.
  • Francis Financial's Visa position peaked at $661K in Q3 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.