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Pinnacle Wealth Planning Services’s Visa V Stock Holding History

Pinnacle Wealth Planning 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
2021
Q3 		– Sell
-13,596
Closed -$3.18M – 402
2021
Q2 		$3.18M Buy
13,596
+13,396
+6,698% +$3.06M 0.74% 26
2021
Q1 		$2.19M Buy
+200
New +$42.1K 0.56% 34

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's V Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $101K and bringing the position to 11,282 shares worth $3.87M. The position accounts for 0.37% of the portfolio, ranked #45.

Pinnacle Wealth Planning Services first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.23M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11,282 shares of Visa worth $3.87M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 315 Visa shares in Q2 2026, an estimated $101K.
  • Visa made up 0.37% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #45 holding.
  • Pinnacle Wealth Planning Services first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's Visa position peaked at $4.23M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.