PL
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Plancorp LLC’s Visa V Stock Holding History

Plancorp LLC’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
Q2 		$1.76M Sell
4,922
-116
-2% -$37.2K 0.04% 146
2026
Q1 		$1.53M Sell
5,038
-399
-7% -$128K 0.04% 126
2025
Q4 		$1.91M Buy
5,437
+99
+2% +$33.7K 0.06% 111
2025
Q3 		$1.82M Sell
5,338
-1,070
-17% -$370K 0.06% 116
2025
Q2 		$2.28M Sell
6,408
-112
-2% -$39K 0.08% 104
2025
Q1 		$2.28M Buy
6,520
+1,094
+20% +$370K 0.09% 94
2024
Q4 		$1.71M Buy
5,426
+525
+11% +$158K 0.07% 95
2024
Q3 		$1.35M Buy
4,901
+23
+0.5% +$6.22K 0.06% 107
2024
Q2 		$1.28M Buy
4,878
+29
+0.6% +$7.95K 0.06% 106
2024
Q1 		$1.35M Buy
4,849
+301
+7% +$83.1K 0.06% 106
2023
Q4 		$1.18M Buy
4,548
+338
+8% +$83.3K 0.06% 101
2023
Q3 		$968K Buy
4,210
+578
+16% +$139K 0.05% 112
2023
Q2 		$863K Buy
3,632
+137
+4% +$31.4K 0.05% 117
2023
Q1 		$788K Buy
3,495
+320
+10% +$71.2K 0.04% 123
2022
Q4 		$660K Sell
3,175
-449
-12% -$90.5K 0.04% 128
2022
Q3 		$644K Buy
3,624
+62
+2% +$12.6K 0.04% 119
2022
Q2 		$701K Buy
3,562
+170
+5% +$35.1K 0.04% 120
2022
Q1 		$752K Sell
3,392
-20
-0.6% -$4.33K 0.05% 118
2021
Q4 		$739K Sell
3,412
-87
-2% -$18.7K 0.05% 121
2021
Q3 		$779K Buy
3,499
+310
+10% +$72.7K 0.05% 109
2021
Q2 		$746K Buy
3,189
+4
+0.1% +$914 0.06% 106
2021
Q1 		$674K Buy
3,185
+247
+8% +$52K 0.15% 99
2020
Q4 		$643K Buy
2,938
+96
+3% +$19.6K 0.16% 100
2020
Q3 		$568K Buy
2,842
+173
+6% +$34.6K 0.17% 92
2020
Q2 		$516K Buy
2,669
+21
+0.8% +$3.84K 0.16% 99
2020
Q1 		$427K Sell
2,648
-777
-23% -$146K 0.17% 96
2019
Q4 		$644K Buy
3,425
+456
+15% +$82.2K 0.2% 88
2019
Q3 		$511K Buy
2,969
+491
+20% +$87.5K 0.2% 85
2019
Q2 		$430K Buy
2,478
+54
+2% +$8.84K 0.17% 103
2019
Q1 		$379K Buy
2,424
+366
+18% +$52.7K 0.14% 118
2018
Q4 		$272K Sell
2,058
-8
-0.4% -$1.1K 0.12% 125
2018
Q3 		$310K Hold
2,066
– – 0.12% 125
2018
Q2 		$274K Sell
2,066
-97
-4% -$12.5K 0.11% 140
2018
Q1 		$258K Sell
2,163
-474
-18% -$57.4K 0.08% 144
2017
Q4 		$300K Sell
2,637
-78
-3% -$8.61K 0.1% 132
2017
Q3 		$286K Hold
2,715
– – 0.08% 130
2017
Q2 		$254K Buy
2,715
+159
+6% +$14.8K 0.08% 140
2017
Q1 		$226K Sell
2,556
-75
-3% -$6.45K 0.07% 151
2016
Q4 		$204K Buy
+2,631
New +$212K 0.06% 154

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Plancorp LLC's V Position: Q2 2026 in Review

Plancorp LLC reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $37.2K and leaving 4,922 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #146.

Plancorp LLC first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.28M in Q1 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Plancorp LLC held 4,922 shares of Visa worth $1.76M as of Q2 2026.
  • Plancorp LLC sold 116 Visa shares in Q2 2026, an estimated $37.2K.
  • Visa made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #146 holding.
  • Plancorp LLC first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • Plancorp LLC's Visa position peaked at $2.28M in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.