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Keener Financial Planning’s Visa V Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-220
Closed -$75K – 202
2025
Q3 		$75K Hold
220
– – 0.03% 85
2025
Q2 		$78K Hold
220
– – 0.04% 85
2025
Q1 		$77K Sell
220
-95
-30% -$32.1K 0.05% 67
2024
Q4 		$99K Buy
315
+280
+800% +$84.2K 0.06% 69
2024
Q3 		$9K Sell
35
-316
-90% -$85.4K 0.01% 137
2024
Q2 		$92K Sell
351
-300
-46% -$82.2K 0.06% 65
2024
Q1 		$182K Hold
651
– – 0.13% 47
2023
Q4 		$169K Buy
+651
New +$160K 0.13% 49

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keener Financial Planning's V Position: Q4 2025 in Review

Keener Financial Planning sold out of Visa (V) in Q4 2025, closing a stake of 220 shares — an estimated $75K sold.

Keener Financial Planning first reported a position in V in Q4 2023 and held it in 8 quarters. The position peaked at $182K in Q1 2024. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Keener Financial Planning reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 220 Visa shares in Q4 2025, an estimated $75K.
  • Keener Financial Planning first reported a position in Visa in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Visa position peaked at $182K in Q1 2024.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.