GMFG
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Greater Midwest Financial Group’s Visa V Stock Holding History

Greater Midwest 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
Q1 		– Sell
-6,620
Closed -$2.32M – 71
2025
Q4 		$2.32M Buy
6,620
+729
+12% +$248K 1.3% 25
2025
Q3 		$2.01M Buy
5,891
+985
+20% +$341K 1.3% 23
2025
Q2 		$1.74M Buy
+4,906
New +$1.71M 1.33% 22

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Greater Midwest Financial Group's V Position: Q1 2026 in Review

Greater Midwest Financial Group sold out of Visa (V) in Q1 2026, closing a stake of 6,620 shares — an estimated $2.32M sold.

Greater Midwest Financial Group first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $2.32M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Greater Midwest Financial Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Greater Midwest Financial Group sold 6,620 Visa shares in Q1 2026, an estimated $2.32M.
  • Greater Midwest Financial Group first reported a position in Visa in Q2 2025 and held it in 3 quarters.
  • Greater Midwest Financial Group's Visa position peaked at $2.32M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Greater Midwest Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.