JRPIM
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Journey Retirement Planning & Investment Management’s Visa V Stock Holding History

Journey Retirement Planning & Investment Management’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 		$2.67M Sell
7,773
-770
-9% -$247K 2.08% 10
2026
Q1 		$2.58M Sell
8,543
-25,057
-75% -$8.06M 2.27% 10
2025
Q4 		$11.8M Buy
+33,600
New +$11.4M 2.42% 9

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's V Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Visa (V) stake by 9% in Q2 2026, selling an estimated $247K and leaving 7,773 shares worth $2.67M. The position accounts for 2.08% of the portfolio, ranked #10.

Journey Retirement Planning & Investment Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q4 2025. 2,753 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 7,773 shares of Visa worth $2.67M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 770 Visa shares in Q2 2026, an estimated $247K.
  • Visa made up 2.08% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #10 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Visa position peaked at $11.8M in Q4 2025.
  • 2,753 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.