HBC Financial Services’s Visa V Stock Holding History

HBC Financial Services’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
2024 Q4	$12K	Hold	41	–	–	0.01%	112
2024 Q3	$11K	Buy	+41	New	+$11.1K	0.01%	116

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBC Financial Services's V Position: Q4 2024 in Review

HBC Financial Services held its Visa (V) position steady in Q4 2024 at 41 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #112.

HBC Financial Services first reported a position in V in Q3 2024 and has held it in 2 quarters since. 4,287 funds tracked by Wall St. Rank hold V as of Q4 2024.

HBC Financial Services held 41 shares of Visa worth $12K as of Q4 2024.
HBC Financial Services left its Visa share count unchanged in Q4 2024.
Visa made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #112 holding.
HBC Financial Services first reported a position in Visa in Q3 2024 and has held it in 2 quarters since.
4,287 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.