PCS
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Personal CFO Solutions’s Visa V Stock Holding History

Personal CFO Solutions’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 		$3.73M Sell
12,336
-459
-4% -$148K 0.52% 32
2025
Q4 		$4.49M Buy
12,795
+247
+2% +$84.2K 0.71% 22
2025
Q3 		$4.28M Sell
12,548
-1,208
-9% -$418K 0.75% 21
2025
Q2 		$4.88M Sell
13,756
-372
-3% -$130K 0.9% 14
2025
Q1 		$4.95M Buy
14,128
+437
+3% +$148K 1.01% 14
2024
Q4 		$4.33M Sell
13,691
-158
-1% -$47.5K 0.85% 17
2024
Q3 		$3.81M Sell
13,849
-141
-1% -$38.1K 0.53% 39
2024
Q2 		$3.67M Sell
13,990
-251
-2% -$68.8K 0.56% 35
2024
Q1 		$3.97M Buy
14,241
+932
+7% +$257K 0.62% 32
2023
Q4 		$3.47M Buy
13,309
+2,319
+21% +$572K 0.6% 32
2023
Q3 		$2.53M Sell
10,990
-52
-0.5% -$12.5K 0.5% 40
2023
Q2 		$2.62M Buy
11,042
+82
+0.7% +$18.8K 0.53% 35
2023
Q1 		$2.47M Sell
10,960
-682
-6% -$152K 0.51% 40
2022
Q4 		$2.42M Sell
11,642
-176
-1% -$35.5K 0.51% 40
2022
Q3 		$2.1M Sell
11,818
-1,975
-14% -$402K 0.53% 42
2022
Q2 		$2.72M Sell
13,793
-470
-3% -$97.1K 0.64% 35
2022
Q1 		$3.16M Buy
14,263
+1,252
+10% +$271K 0.62% 33
2021
Q4 		$2.82M Buy
13,011
+974
+8% +$209K 0.53% 33
2021
Q3 		$2.68M Buy
12,037
+695
+6% +$163K 0.55% 30
2021
Q2 		$2.65M Sell
11,342
-474
-4% -$108K 0.54% 31
2021
Q1 		$2.5M Buy
11,816
+445
+4% +$93.7K 0.54% 34
2020
Q4 		$2.49M Buy
11,371
+366
+3% +$74.9K 0.62% 34
2020
Q3 		$2K Sell
11,005
-84
-0.8% -$16.8K 0.67% 46
2020
Q2 		$2.14M Buy
11,089
+1,203
+12% +$220K 0.63% 37
2020
Q1 		$1.59M Sell
9,886
-1,988
-17% -$374K 0.57% 38
2019
Q4 		$2.23M Sell
11,874
-335
-3% -$60.4K 0.64% 28
2019
Q3 		$2.11M Buy
+12,209
New +$2.17M 0.84% 19

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

Personal CFO Solutions's V Position: Q1 2026 in Review

Personal CFO Solutions reduced its Visa (V) stake by 3.6% in Q1 2026, selling an estimated $148K and leaving 12,336 shares worth $3.73M. The position accounts for 0.52% of the portfolio, ranked #32.

Personal CFO Solutions first reported a position in V in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.95M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Personal CFO Solutions held 12,336 shares of Visa worth $3.73M as of Q1 2026.
  • Personal CFO Solutions sold 459 Visa shares in Q1 2026, an estimated $148K.
  • Visa made up 0.52% of Personal CFO Solutions's portfolio in Q1 2026, its #32 holding.
  • Personal CFO Solutions first reported a position in Visa in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Visa position peaked at $4.95M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.