JF
V icon

JMN Financial’s Visa V Stock Holding History

JMN 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
2026
Q2 		$370K Buy
1,078
+232
+27% +$74.5K 0.29% 100
2026
Q1 		$256K Sell
846
-648
-43% -$208K 0.25% 131
2025
Q4 		$524K Buy
+1,494
New +$509K 0.52% 46

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

JMN Financial's V Position: Q2 2026 in Review

JMN Financial increased its Visa (V) stake by 27% in Q2 2026, buying an estimated $74.5K and bringing the position to 1,078 shares worth $370K. The position accounts for 0.29% of the portfolio, ranked #100.

JMN Financial first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q4 2025. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JMN Financial held 1,078 shares of Visa worth $370K as of Q2 2026.
  • JMN Financial bought 232 Visa shares in Q2 2026, an estimated $74.5K.
  • Visa made up 0.29% of JMN Financial's portfolio in Q2 2026, its #100 holding.
  • JMN Financial first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Visa position peaked at $524K in Q4 2025.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.