GF
V icon

Gries Financial’s Visa V Stock Holding History

Gries Financial’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
2025
Q3 		$1.13M Buy
3,320
+558
+20% +$193K 0.18% 126
2025
Q2 		$981K Sell
2,762
-249
-8% -$86.8K 0.18% 124
2025
Q1 		$1.06M Sell
3,011
-344
-10% -$116K 0.2% 114
2024
Q4 		$1.06M Buy
3,355
+126
+4% +$37.9K 0.19% 120
2024
Q3 		$888K Buy
3,229
+760
+31% +$205K 0.17% 133
2024
Q2 		$648K Buy
2,469
+37
+2% +$10.1K 0.13% 133
2024
Q1 		$679K Sell
2,432
-15
-0.6% -$4.14K 0.11% 149
2023
Q4 		$637K Sell
2,447
-342
-12% -$84.3K 0.14% 115
2023
Q3 		$641K Sell
2,789
-84
-3% -$20.2K 0.17% 109
2023
Q2 		$682K Sell
2,873
-51
-2% -$11.7K 0.19% 98
2023
Q1 		$659K Sell
2,924
-415
-12% -$92.4K 0.19% 98
2022
Q4 		$694K Sell
3,339
-154
-4% -$31.1K 0.23% 92
2022
Q3 		$621K Hold
3,493
– – 0.26% 89
2022
Q2 		$688K Sell
3,493
-25
-0.7% -$5.17K 0.33% 74
2022
Q1 		$780K Buy
3,518
+15
+0.4% +$3.24K 0.29% 87
2021
Q4 		$759K Buy
3,503
+48
+1% +$10.3K 0.31% 85
2021
Q3 		$770K Sell
3,455
-162
-4% -$38K 0.24% 93
2021
Q2 		$856K Sell
3,617
-7
-0.2% -$1.6K 0.27% 83
2021
Q1 		$811K Buy
+3,624
New +$763K 0.26% 91

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gries Financial's V Position: Q3 2025 in Review

Gries Financial increased its Visa (V) stake by 20% in Q3 2025, buying an estimated $193K and bringing the position to 3,320 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #126.

Gries Financial first reported a position in V in Q1 2021 and has held it in 19 quarters since. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Gries Financial held 3,320 shares of Visa worth $1.13M as of Q3 2025.
  • Gries Financial bought 558 Visa shares in Q3 2025, an estimated $193K.
  • Visa made up 0.18% of Gries Financial's portfolio in Q3 2025, its #126 holding.
  • Gries Financial first reported a position in Visa in Q1 2021 and has held it in 19 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.