Jones Financial Companies’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $563M | Buy |
1,902,811
+1,203,131
| +172% | +$387M | 0.27% | 39 |
|
|
2025
Q4 | $245M | Buy |
699,680
+63,310
| +10% | +$21.6M | 0.15% | 56 |
|
|
2025
Q3 | $215M | Buy |
636,370
+69,642
| +12% | +$24.1M | 0.15% | 54 |
|
|
2025
Q2 | $198M | Buy |
566,728
+74,124
| +15% | +$25.8M | 0.15% | 56 |
|
|
2025
Q1 | $170M | Buy |
492,604
+92,298
| +23% | +$31.2M | 0.15% | 53 |
|
|
2024
Q4 | $127M | Buy |
400,306
+92,261
| +30% | +$27.7M | 0.12% | 57 |
|
|
2024
Q3 | $84.7M | Buy |
308,045
+87,312
| +40% | +$23.6M | 0.09% | 59 |
|
|
2024
Q2 | $57.9M | Buy |
220,733
+96,693
| +78% | +$26.5M | 0.07% | 60 |
|
|
2024
Q1 | $34.6M | Buy |
124,040
+8,529
| +7% | +$2.35M | 0.05% | 61 |
|
|
2023
Q4 | $30.1M | Buy |
115,511
+518
| +0.5% | +$128K | 0.05% | 58 |
|
|
2023
Q3 | $26.4M | Sell |
114,993
-6,104
| -5% | -$1.47M | 0.04% | 59 |
|
|
2023
Q2 | $28.8M | Sell |
121,097
-5,070
| -4% | -$1.16M | 0.05% | 56 |
|
|
2023
Q1 | $28.4M | Sell |
126,167
-3,693
| -3% | -$822K | 0.05% | 56 |
|
|
2022
Q4 | $27M | Buy |
129,860
+656
| +0.5% | +$132K | 0.05% | 55 |
|
|
2022
Q3 | $23M | Sell |
129,204
-2,560
| -2% | -$521K | 0.04% | 52 |
|
|
2022
Q2 | $25.9M | Sell |
131,764
-4,323
| -3% | -$893K | 0.04% | 51 |
|
|
2022
Q1 | $30.2M | Buy |
136,087
+3,725
| +3% | +$806K | 0.04% | 52 |
|
|
2021
Q4 | $28.7M | Buy |
132,362
+976
| +0.7% | +$210K | 0.04% | 53 |
|
|
2021
Q3 | $29.3M | Sell |
131,386
-1,565
| -1% | -$367K | 0.04% | 53 |
|
|
2021
Q2 | $31.1M | Sell |
132,951
-212
| -0.2% | -$48.5K | 0.05% | 53 |
|
|
2021
Q1 | $28.2M | Buy |
133,163
+3,678
| +3% | +$774K | 0.05% | 53 |
|
|
2020
Q4 | $28.3M | Buy |
129,485
+3,720
| +3% | +$761K | 0.05% | 52 |
|
|
2020
Q3 | $25.1M | Buy |
125,765
+1,503
| +1% | +$300K | 0.05% | 52 |
|
|
2020
Q2 | $24M | Sell |
124,262
-3,348
| -3% | -$612K | 0.05% | 52 |
|
|
2020
Q1 | $20.6M | Buy |
127,610
+6,364
| +5% | +$1.2M | 0.05% | 54 |
|
|
2019
Q4 | $22.8M | Sell |
121,246
-190
| -0.2% | -$34.2K | 0.05% | 52 |
|
|
2019
Q3 | $20.9M | Sell |
121,436
-2,299
| -2% | -$409K | 0.05% | 51 |
|
|
2019
Q2 | $21.5M | Buy |
123,735
+969
| +0.8% | +$159K | 0.05% | 49 |
|
|
2019
Q1 | $19.2M | Buy |
122,766
+1,695
| +1% | +$244K | 0.04% | 50 |
|
|
2018
Q4 | $16M | Buy |
121,071
+11,601
| +11% | +$1.6M | 0.04% | 49 |
|
|
2018
Q3 | $16.4M | Sell |
109,470
-2,102
| -2% | -$299K | 0.04% | 48 |
|
|
2018
Q2 | $14.8M | Sell |
111,572
-1,868
| -2% | -$240K | 0.03% | 50 |
|
|
2018
Q1 | $13.6M | Sell |
113,440
-6,209
| -5% | -$753K | 0.03% | 50 |
|
|
2017
Q4 | $13.6M | Sell |
119,649
-3,101
| -3% | -$342K | 0.03% | 53 |
|
|
2017
Q3 | $12.9M | Sell |
122,750
-2,716
| -2% | -$275K | 0.04% | 53 |
|
|
2017
Q2 | $11.8M | Buy |
125,466
+370
| +0.3% | +$34.3K | 0.03% | 58 |
|
|
2017
Q1 | $11.1M | Buy |
125,096
+4,379
| +4% | +$377K | 0.04% | 61 |
|
|
2016
Q4 | $9.42M | Buy |
120,717
+11,582
| +11% | +$931K | 0.03% | 60 |
|
|
2016
Q3 | $9.03M | Buy |
109,135
+2,218
| +2% | +$178K | 0.04% | 62 |
|
|
2016
Q2 | $7.93M | Buy |
106,917
+8,349
| +8% | +$654K | 0.03% | 62 |
|
|
2016
Q1 | $7.54M | Buy |
98,568
+11,139
| +13% | +$809K | 0.04% | 58 |
|
|
2015
Q4 | $6.78M | Buy |
87,429
+22,391
| +34% | +$1.73M | 0.04% | 63 |
|
|
2015
Q3 | $4.53M | Buy |
65,038
+10,097
| +18% | +$721K | 0.03% | 78 |
|
|
2015
Q2 | $3.69M | Buy |
54,941
+12,024
| +28% | +$815K | 0.02% | 94 |
|
|
2015
Q1 | $2.81M | Buy |
42,917
+21,665
| +102% | +$1.43M | 0.02% | 113 |
|
|
2014
Q4 | $1.39M | Sell |
21,252
-484
| -2% | -$29.1K | 0.01% | 147 |
|
|
2014
Q3 | $1.16M | Buy |
21,736
+9,080
| +72% | +$488K | 0.01% | 147 |
|
|
2014
Q2 | $667K | Buy |
12,656
+1,000
| +9% | +$52.3K | 0.01% | 175 |
|
|
2014
Q1 | $629K | Sell |
11,656
-740
| -6% | -$41.1K | 0.01% | 175 |
|
|
2013
Q4 | $690K | Buy |
12,396
+1,900
| +18% | +$95.8K | 0.01% | 170 |
|
|
2013
Q3 | $501K | Sell |
10,496
-564
| -5% | -$26.1K | ﹤0.01% | 180 |
|
|
2013
Q2 | $505K | Buy |
+11,060
| New | +$484K | 0.01% | 173 |
|
Other funds holding V
VCM
VPM
Jones Financial Companies's V Position: Q1 2026 in Review
Jones Financial Companies increased its Visa (V) stake by 172% in Q1 2026, buying an estimated $387M and bringing the position to 1,902,811 shares worth $563M. The position accounts for 0.27% of the portfolio, ranked #39.
Jones Financial Companies first reported a position in V in Q2 2013 and has held it in 52 quarters since. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Jones Financial Companies held 1,902,811 shares of Visa worth $563M as of Q1 2026.
- Jones Financial Companies bought 1,203,131 Visa shares in Q1 2026, an estimated $387M.
- Visa made up 0.27% of Jones Financial Companies's portfolio in Q1 2026, its #39 holding.
- Jones Financial Companies first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.