BPI
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BFC Planning, Inc.’s Visa V Stock Holding History

BFC Planning, Inc.’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 		$7.94M Buy
23,146
+1,736
+8% +$557K 0.32% 61
2026
Q1 		$6.47M Buy
21,410
+322
+2% +$104K 0.29% 70
2025
Q4 		$7.4M Buy
21,088
+14,308
+211% +$4.87M 0.33% 62
2025
Q3 		$2.31M Sell
6,780
-1
-0% -$346 0.17% 108
2025
Q2 		$2.41M Buy
6,781
+245
+4% +$85.4K 0.19% 102
2025
Q1 		$2.29M Buy
6,536
+321
+5% +$109K 0.2% 94
2024
Q4 		$1.97M Buy
+6,215
New +$1.87M 0.16% 112

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFC Planning, Inc.'s V Position: Q2 2026 in Review

BFC Planning, Inc. increased its Visa (V) stake by 8.1% in Q2 2026, buying an estimated $557K and bringing the position to 23,146 shares worth $7.94M. The position accounts for 0.32% of the portfolio, ranked #61.

BFC Planning, Inc. first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,607 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BFC Planning, Inc. held 23,146 shares of Visa worth $7.94M as of Q2 2026.
  • BFC Planning, Inc. bought 1,736 Visa shares in Q2 2026, an estimated $557K.
  • Visa made up 0.32% of BFC Planning, Inc.'s portfolio in Q2 2026, its #61 holding.
  • BFC Planning, Inc. first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,607 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.