Retirement Guys Formula
V icon

Retirement Guys Formula’s Visa V Stock Holding History

Retirement Guys Formula’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
Q3 		$2.54M Buy
7,069
+311
+5% +$114K 0.94% 32
2026
Q2 		$2.32M Buy
6,758
+640
+10% +$205K 0.87% 38
2026
Q1 		$1.85M Buy
6,118
+734
+14% +$236K 0.85% 44
2025
Q4 		$1.89M Sell
5,384
-25
-0.5% -$8.52K 0.86% 37
2025
Q3 		$1.85M Buy
5,409
+189
+4% +$65.4K 0.65% 46
2025
Q2 		$1.85M Buy
5,220
+148
+3% +$51.6K 0.7% 45
2025
Q1 		$1.78M Sell
5,072
-100
-2% -$33.8K 0.88% 32
2024
Q4 		$1.63M Buy
5,172
+56
+1% +$16.8K 0.82% 35
2024
Q3 		$1.41M Buy
5,116
+231
+5% +$62.5K 0.65% 51
2024
Q2 		$1.28M Buy
4,885
+357
+8% +$97.8K 0.61% 59
2024
Q1 		$1.26M Buy
4,528
+222
+5% +$61.3K 0.62% 51
2023
Q4 		$1.12M Buy
4,306
+338
+9% +$83.3K 0.6% 42
2023
Q3 		$913K Buy
3,968
+935
+31% +$225K 0.64% 40
2023
Q2 		$720K Buy
3,033
+955
+46% +$219K 0.42% 55
2023
Q1 		$469K Buy
2,078
+692
+50% +$154K 0.34% 93
2022
Q4 		$288K Buy
+1,386
New +$280K 0.24% 107

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Retirement Guys Formula's V Position: Q3 2026 in Review

Retirement Guys Formula increased its Visa (V) stake by 4.6% in Q3 2026, buying an estimated $114K and bringing the position to 7,069 shares worth $2.54M. The position accounts for 0.94% of the portfolio, ranked #32.

Retirement Guys Formula first reported a position in V in Q4 2022 and has held it in 16 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Retirement Guys Formula held 7,069 shares of Visa worth $2.54M as of Q3 2026.
  • Retirement Guys Formula bought 311 Visa shares in Q3 2026, an estimated $114K.
  • Visa made up 0.94% of Retirement Guys Formula's portfolio in Q3 2026, its #32 holding.
  • Retirement Guys Formula first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.