Game Plan Financial Advisors
V icon

Game Plan Financial Advisors’s Visa V Stock Holding History

Game Plan Financial Advisors’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 		$1.61M Buy
4,467
+76
+2% +$27.8K 0.61% 46
2026
Q2 		$1.51M Buy
4,391
+5
+0.1% +$1.6K 0.56% 46
2026
Q1 		$1.33M Sell
4,386
-747
-15% -$240K 0.6% 41
2025
Q4 		$1.8M Sell
5,133
-112
-2% -$38.2K 0.72% 38
2025
Q3 		$1.79M Sell
5,245
-525
-9% -$182K 0.74% 40
2025
Q2 		$2.05M Buy
5,770
+560
+11% +$195K 0.9% 38
2025
Q1 		$1.83M Buy
5,210
+91
+2% +$30.8K 0.89% 36
2024
Q4 		$1.62M Buy
5,119
+5
+0.1% +$1.5K 0.77% 39
2024
Q3 		$1.41M Sell
5,114
-2,452
-32% -$663K 0.68% 43
2024
Q2 		$1.99M Buy
7,566
+665
+10% +$182K 0.98% 37
2024
Q1 		$1.93M Sell
6,901
-6
-0.1% -$1.66K 0.97% 39
2023
Q4 		$1.8M Buy
+6,907
New +$1.7M 1.03% 31
2022
Q4 		$913K Buy
4,395
+8
+0.2% +$1.61K 0.75% 44
2022
Q3 		$779K Sell
4,387
-50
-1% -$10.2K 0.66% 44
2022
Q2 		$867K Sell
4,437
-8,054
-64% -$1.66M 0.7% 44
2022
Q1 		$2.77M Buy
12,491
+230
+2% +$49.7K 1.65% 21
2021
Q4 		$2.66M Sell
12,261
-8,584
-41% -$1.84M 1.42% 27
2021
Q3 		$4.64M Buy
20,845
+6,207
+42% +$1.46M 2.77% 8
2021
Q2 		$3.42M Buy
14,638
+617
+4% +$141K 2.04% 14
2021
Q1 		$2.98M Buy
14,021
+5,945
+74% +$1.25M 1.92% 15
2020
Q4 		$1.76M Sell
8,076
-4,571
-36% -$935K 1.25% 30
2020
Q3 		$2.53M Buy
12,647
+334
+3% +$66.7K 2.54% 15
2020
Q2 		$2.38M Buy
12,313
+685
+6% +$125K 3.41% 11
2020
Q1 		$1.86M Sell
11,628
-840
-7% -$158K 2.19% 14
2019
Q4 		$2.34M Buy
+12,468
New +$2.25M 2.19% 15

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

Game Plan Financial Advisors's V Position: Q3 2026 in Review

Game Plan Financial Advisors increased its Visa (V) stake by 1.7% in Q3 2026, buying an estimated $27.8K and bringing the position to 4,467 shares worth $1.61M. The position accounts for 0.61% of the portfolio, ranked #46.

Game Plan Financial Advisors first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.64M in Q3 2021. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Game Plan Financial Advisors held 4,467 shares of Visa worth $1.61M as of Q3 2026.
  • Game Plan Financial Advisors bought 76 Visa shares in Q3 2026, an estimated $27.8K.
  • Visa made up 0.61% of Game Plan Financial Advisors's portfolio in Q3 2026, its #46 holding.
  • Game Plan Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • Game Plan Financial Advisors's Visa position peaked at $4.64M in Q3 2021.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.