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Frederick Financial Consultants’s Visa V Stock Holding History

Frederick Financial Consultants’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 		$595K Buy
1,655
+663
+67% +$242K 0.25% 60
2026
Q2 		$340K Sell
992
-28
-3% -$8.99K 0.14% 79
2026
Q1 		$308K Sell
1,020
-578
-36% -$186K 0.15% 78
2025
Q4 		$560K Buy
1,598
+31
+2% +$10.6K 0.31% 53
2025
Q3 		$535K Buy
1,567
+6
+0.4% +$2.08K 0.3% 53
2025
Q2 		$554K Sell
1,561
-12
-0.8% -$4.18K 0.34% 50
2025
Q1 		$551K Buy
1,573
+78
+5% +$26.4K 0.4% 46
2024
Q4 		$473K Buy
+1,495
New +$450K 0.38% 45

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Frederick Financial Consultants's V Position: Q3 2026 in Review

Frederick Financial Consultants increased its Visa (V) stake by 67% in Q3 2026, buying an estimated $242K and bringing the position to 1,655 shares worth $595K. The position accounts for 0.25% of the portfolio, ranked #60.

Frederick Financial Consultants first reported a position in V in Q4 2024 and has held it in 8 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Frederick Financial Consultants held 1,655 shares of Visa worth $595K as of Q3 2026.
  • Frederick Financial Consultants bought 663 Visa shares in Q3 2026, an estimated $242K.
  • Visa made up 0.25% of Frederick Financial Consultants's portfolio in Q3 2026, its #60 holding.
  • Frederick Financial Consultants first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.