JDM Financial Group’s Visa V Stock Holding History

JDM 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	$42.6K	Hold	141	–	–	0.02%	112
2025 Q4	$49.4K	Sell	141 -25	-15%	-$8.52K	0.02%	103
2025 Q3	$56.6K	Hold	166	–	–	0.02%	94
2025 Q2	$58.9K	Hold	166	–	–	0.03%	85
2025 Q1	$58.1K	Hold	166	–	–	0.03%	80
2024 Q4	$52.4K	Sell	166 -12	-7%	-$3.61K	0.03%	84
2024 Q3	$48.9K	Buy	178 +12	+7%	+$3.24K	0.03%	89
2024 Q2	$43.5K	Hold	166	–	–	0.03%	84
2024 Q1	$46.3K	Hold	166	–	–	0.03%	75
2023 Q4	$43.2K	Hold	166	–	–	0.04%	74
2023 Q3	$38.2K	Hold	166	–	–	0.04%	77
2023 Q2	$39.4K	Hold	166	–	–	0.03%	77
2023 Q1	$37.3K	Buy	166 +26	+19%	+$5.79K	0.03%	79
2022 Q4	$29.1K	Buy	+140	New	+$28.2K	0.03%	86

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JDM Financial Group's V Position: Q1 2026 in Review

JDM Financial Group held its Visa (V) position steady in Q1 2026 at 141 shares worth $42.6K. The position accounts for 0.02% of the portfolio, ranked #112.

JDM Financial Group first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.9K in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

JDM Financial Group held 141 shares of Visa worth $42.6K as of Q1 2026.
JDM Financial Group left its Visa share count unchanged in Q1 2026.
Visa made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #112 holding.
JDM Financial Group first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Visa position peaked at $58.9K in Q2 2025.
4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.