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Kohmann Bosshard Financial Services’s Visa V Stock Holding History

Kohmann Bosshard Financial Services’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 		$209K Buy
+609
New +$196K 0.02% 216
2026
Q1 		– Sell
-609
Closed -$213K – 591
2025
Q4 		$213K Hold
609
– – 0.02% 279
2025
Q3 		$208K Buy
609
+21
+4% +$7.27K 0.02% 215
2025
Q2 		$209K Sell
588
-33
-5% -$11.5K 0.02% 181
2025
Q1 		$218K Hold
621
– – 0.03% 203
2024
Q4 		$196K Buy
+621
New +$187K 0.02% 186

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

Kohmann Bosshard Financial Services's V Position: Q2 2026 in Review

Kohmann Bosshard Financial Services opened a new position in Visa (V) in Q2 2026: 609 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Kohmann Bosshard Financial Services previously reported a position in V as recently as Q4 2025.

Kohmann Bosshard Financial Services first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Kohmann Bosshard Financial Services held 609 shares of Visa worth $209K as of Q2 2026.
  • Visa was a new Kohmann Bosshard Financial Services position in Q2 2026.
  • Visa made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #216 holding.
  • Kohmann Bosshard Financial Services first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Kohmann Bosshard Financial Services's Visa position peaked at $218K in Q1 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.