Midwest Financial Group
V icon

Midwest Financial Group’s Visa V Stock Holding History

Midwest 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
2026
Q3 		$1.5M Buy
4,174
+82
+2% +$30K 0.51% 47
2026
Q2 		$1.4M Buy
4,092
+1,309
+47% +$420K 0.49% 51
2026
Q1 		$841K Buy
2,783
+198
+8% +$63.7K 0.36% 58
2025
Q4 		$907K Buy
2,585
+984
+61% +$335K 0.4% 56
2025
Q3 		$547K Sell
1,601
-108
-6% -$37.4K 0.26% 67
2025
Q2 		$607K Sell
1,709
-37
-2% -$12.9K 0.32% 62
2025
Q1 		$612K Buy
1,746
+3
+0.2% +$1.02K 0.36% 54
2024
Q4 		$551K Buy
1,743
+24
+1% +$7.22K 0.32% 63
2024
Q3 		$473K Buy
1,719
+3
+0.2% +$811 0.28% 67
2024
Q2 		$450K Buy
1,716
+3
+0.2% +$822 0.29% 71
2024
Q1 		$478K Sell
1,713
-2,197
-56% -$607K 0.32% 71
2023
Q4 		$1.02M Buy
3,910
+104
+3% +$25.6K 0.76% 34
2023
Q3 		$876K Buy
3,806
+13
+0.3% +$3.12K 0.74% 38
2023
Q2 		$901K Buy
3,793
+3
+0.1% +$687 0.76% 37
2023
Q1 		$855K Buy
+3,790
New +$844K 0.79% 36

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Midwest Financial Group's V Position: Q3 2026 in Review

Midwest Financial Group increased its Visa (V) stake by 2% in Q3 2026, buying an estimated $30K and bringing the position to 4,174 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #47.

Midwest Financial Group first reported a position in V in Q1 2023 and has held it in 15 quarters since. 3,812 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Midwest Financial Group held 4,174 shares of Visa worth $1.5M as of Q3 2026.
  • Midwest Financial Group bought 82 Visa shares in Q3 2026, an estimated $30K.
  • Visa made up 0.51% of Midwest Financial Group's portfolio in Q3 2026, its #47 holding.
  • Midwest Financial Group first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • 3,812 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.