PCI
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Planning Center Inc’s Visa V Stock Holding History

Planning Center Inc’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 		$629K Buy
1,834
+50
+3% +$16.1K 0.06% 46
2026
Q1 		$539K Hold
1,784
– – 0.05% 44
2025
Q4 		$626K Hold
1,784
– – 0.06% 43
2025
Q3 		$609K Hold
1,784
– – 0.06% 41
2025
Q2 		$633K Buy
1,784
+42
+2% +$14.6K 0.07% 39
2025
Q1 		$611K Hold
1,742
– – 0.07% 38
2024
Q4 		$551K Sell
1,742
-13
-0.7% -$3.91K 0.07% 39
2024
Q3 		$483K Buy
1,755
+13
+0.7% +$3.52K 0.06% 44
2024
Q2 		$457K Buy
1,742
+71
+4% +$19.5K 0.06% 42
2024
Q1 		$466K Hold
1,671
– – 0.1% 36
2023
Q4 		$435K Buy
1,671
+35
+2% +$8.63K 0.1% 35
2023
Q3 		$376K Hold
1,636
– – 0.1% 39
2023
Q2 		$389K Buy
1,636
+26
+2% +$5.95K 0.1% 42
2023
Q1 		$375K Hold
1,610
– – 0.1% 41
2022
Q4 		$334K Hold
1,610
– – 0.1% 45
2022
Q3 		$288K Sell
1,610
-113
-7% -$23K 0.23% 32
2022
Q2 		$347K Buy
1,723
+318
+23% +$65.7K 0.27% 28
2022
Q1 		$312K Hold
1,405
– – 0.9% 31
2021
Q4 		$331K Buy
+1,405
New +$302K 0.26% 32

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Planning Center Inc's V Position: Q2 2026 in Review

Planning Center Inc increased its Visa (V) stake by 2.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,834 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #46.

Planning Center Inc first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $633K in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Planning Center Inc held 1,834 shares of Visa worth $629K as of Q2 2026.
  • Planning Center Inc bought 50 Visa shares in Q2 2026, an estimated $16.1K.
  • Visa made up 0.06% of Planning Center Inc's portfolio in Q2 2026, its #46 holding.
  • Planning Center Inc first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Visa position peaked at $633K in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.