PlanVest Financial’s Visa V Stock Holding History

PlanVest 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 Q2	$197K	Hold	574	–	–	0.13%	100
2026 Q1	$174K	Buy	+574	New	+$185K	0.13%	98

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PlanVest Financial's V Position: Q2 2026 in Review

PlanVest Financial held its Visa (V) position steady in Q2 2026 at 574 shares worth $197K. The position accounts for 0.13% of the portfolio, ranked #100.

PlanVest Financial first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

PlanVest Financial held 574 shares of Visa worth $197K as of Q2 2026.
PlanVest Financial left its Visa share count unchanged in Q2 2026.
Visa made up 0.13% of PlanVest Financial's portfolio in Q2 2026, its #100 holding.
PlanVest Financial first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.