OFS
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Oldfather Financial Services’s Visa V Stock Holding History

Oldfather 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
2025
Q4 		$446K Buy
1,273
+680
+115% +$232K 0.13% 65
2025
Q3 		$202K Sell
593
-2
-0.3% -$692 0.06% 91
2025
Q2 		$211K Buy
595
+14
+2% +$4.88K 0.07% 81
2025
Q1 		$204K Sell
581
-269
-32% -$91K 0.08% 78
2024
Q4 		$269K Sell
850
-2
-0.2% -$601 0.1% 64
2024
Q3 		$234K Buy
852
+34
+4% +$9.19K 0.09% 69
2024
Q2 		$215K Buy
818
+20
+3% +$5.48K 0.09% 68
2024
Q1 		$223K Buy
+798
New +$220K 0.09% 65

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oldfather Financial Services's V Position: Q4 2025 in Review

Oldfather Financial Services increased its Visa (V) stake by 115% in Q4 2025, buying an estimated $232K and bringing the position to 1,273 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #65.

Oldfather Financial Services first reported a position in V in Q1 2024 and has held it in 8 quarters since. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Oldfather Financial Services held 1,273 shares of Visa worth $446K as of Q4 2025.
  • Oldfather Financial Services bought 680 Visa shares in Q4 2025, an estimated $232K.
  • Visa made up 0.13% of Oldfather Financial Services's portfolio in Q4 2025, its #65 holding.
  • Oldfather Financial Services first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.