OFS
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OMC Financial Services’s Visa V Stock Holding History

OMC 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
Q1 		$15.6M Buy
51,510
+208
+0.4% +$66.9K 6.04% 4
2025
Q4 		$18M Sell
51,302
-802
-2% -$273K 6.7% 4
2025
Q3 		$17.8M Sell
52,104
-675
-1% -$234K 6.6% 4
2025
Q2 		$18.7M Sell
52,779
-1,913
-3% -$667K 7.66% 4
2025
Q1 		$19.2M Sell
54,692
-1,676
-3% -$567K 8.6% 4
2024
Q4 		$17.8M Buy
56,368
+708
+1% +$213K 7.58% 4
2024
Q3 		$14.6M Hold
55,660
– – 6.91% 4
2024
Q2 		$14.6M Sell
55,660
-466
-0.8% -$128K 6.88% 4
2024
Q1 		$15.7M Buy
+56,126
New +$15.5M 7.96% 4

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

OMC Financial Services's V Position: Q1 2026 in Review

OMC Financial Services increased its Visa (V) stake by 0.41% in Q1 2026, buying an estimated $66.9K and bringing the position to 51,510 shares worth $15.6M. The position accounts for 6.04% of the portfolio, ranked #4.

OMC Financial Services first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.2M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • OMC Financial Services held 51,510 shares of Visa worth $15.6M as of Q1 2026.
  • OMC Financial Services bought 208 Visa shares in Q1 2026, an estimated $66.9K.
  • Visa made up 6.04% of OMC Financial Services's portfolio in Q1 2026, its #4 holding.
  • OMC Financial Services first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • OMC Financial Services's Visa position peaked at $19.2M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.