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Lockerman Financial Group’s Visa V Stock Holding History

Lockerman Financial Group’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
Q3 		– Sell
-1,437
Closed -$510K – 135
2025
Q2 		$510K Buy
1,437
+20
+1% +$6.97K 0.69% 39
2025
Q1 		$497K Sell
1,417
-19
-1% -$6.43K 0.75% 33
2024
Q4 		$454K Sell
1,436
-52
-3% -$15.6K 0.77% 39
2024
Q3 		$409K Sell
1,488
-91
-6% -$24.6K 0.69% 44
2024
Q2 		$414K Buy
1,579
+16
+1% +$4.38K 0.75% 38
2024
Q1 		$436K Sell
1,563
-19
-1% -$5.25K 0.83% 36
2023
Q4 		$412K Sell
1,582
-1
-0.1% -$246 0.95% 33
2023
Q3 		$364K Buy
1,583
+14
+0.9% +$3.37K 0.98% 35
2023
Q2 		$373K Buy
1,569
+264
+20% +$60.4K 1.03% 28
2023
Q1 		$294K Hold
1,305
– – 0.81% 41
2022
Q4 		$271K Buy
+1,305
New +$263K 0.79% 48

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

Lockerman Financial Group's V Position: Q3 2025 in Review

Lockerman Financial Group sold out of Visa (V) in Q3 2025, closing a stake of 1,437 shares — an estimated $510K sold.

Lockerman Financial Group first reported a position in V in Q4 2022 and held it in 11 quarters. The position peaked at $510K in Q2 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Lockerman Financial Group reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,437 Visa shares in Q3 2025, an estimated $510K.
  • Lockerman Financial Group first reported a position in Visa in Q4 2022 and held it in 11 quarters.
  • Lockerman Financial Group's Visa position peaked at $510K in Q2 2025.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.