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Kerr Financial Planning’s Visa V Stock Holding History

Kerr 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
2026
Q2 		$110K Hold
320
– – 0.12% 128
2026
Q1 		$99.5K Buy
320
+2
+0.6% +$643 0.07% 132
2025
Q4 		$105K Sell
318
-267
-46% -$91K 0.14% 125
2025
Q3 		$193K Buy
+585
New +$202K 0.27% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kerr Financial Planning's V Position: Q2 2026 in Review

Kerr Financial Planning held its Visa (V) position steady in Q2 2026 at 320 shares worth $110K. The position accounts for 0.12% of the portfolio, ranked #128.

Kerr Financial Planning first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $193K in Q3 2025. 4,548 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kerr Financial Planning held 320 shares of Visa worth $110K as of Q2 2026.
  • Kerr Financial Planning left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #128 holding.
  • Kerr Financial Planning first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Visa position peaked at $193K in Q3 2025.
  • 4,548 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.