GFG
V icon

Grantvest Financial Group’s Visa V Stock Holding History

Grantvest Financial 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 		$327K Buy
954
+2
+0.2% +$642 0.19% 127
2026
Q1 		$288K Sell
952
-44
-4% -$14.1K 0.19% 132
2025
Q4 		$349K Sell
996
-9
-0.9% -$3.07K 0.22% 106
2025
Q3 		$343K Hold
1,005
– – 0.24% 99
2025
Q2 		$357K Sell
1,005
-50
-5% -$17.4K 0.26% 88
2025
Q1 		$370K Sell
1,055
-4
-0.4% -$1.35K 0.3% 81
2024
Q4 		$335K Buy
+1,059
New +$318K 0.37% 87

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 $3.37T AUM 44.26% 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

Grantvest Financial Group's V Position: Q2 2026 in Review

Grantvest Financial Group increased its Visa (V) stake by 0.21% in Q2 2026, buying an estimated $642 and bringing the position to 954 shares worth $327K. The position accounts for 0.19% of the portfolio, ranked #127.

Grantvest Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q1 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Grantvest Financial Group held 954 shares of Visa worth $327K as of Q2 2026.
  • Grantvest Financial Group bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.19% of Grantvest Financial Group's portfolio in Q2 2026, its #127 holding.
  • Grantvest Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Visa position peaked at $370K in Q1 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.