Penney Financial’s Visa V Stock Holding History

Penney Financial’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	$233K	Buy	648 +3	+0.5%	+$1.1K	0.07%	41
2026 Q2	$221K	Buy	+645	New	+$207K	0.08%	49
2026 Q1	–	Sell	-645	Closed	-$226K	–	53
2025 Q4	$226K	Hold	645	–	–	0.09%	47
2025 Q3	$220K	Hold	645	–	–	0.1%	47
2025 Q2	$229K	Hold	645	–	–	0.12%	40
2025 Q1	$226K	Hold	645	–	–	0.15%	36
2024 Q4	$204K	Buy	+645	New	+$194K	0.14%	39

Other funds holding V

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Penney Financial's V Position: Q3 2026 in Review

Penney Financial increased its Visa (V) stake by 0.47% in Q3 2026, buying an estimated $1.1K and bringing the position to 648 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #41.

Penney Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

Penney Financial held 648 shares of Visa worth $233K as of Q3 2026.
Penney Financial bought 3 Visa shares in Q3 2026, an estimated $1.1K.
Visa made up 0.07% of Penney Financial's portfolio in Q3 2026, its #41 holding.
Penney Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.