Retirement Income Solutions’s Visa V Stock Holding History

Retirement Income Solutions’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	$342K	Hold	1,132	–	–	0.06%	116
2026 Q1	$342K	Buy	1,132 +20	+2%	+$6.43K	0.06%	117
2025 Q4	$390K	Buy	1,112 +66	+6%	+$22.5K	0.07%	107
2025 Q3	$357K	Buy	1,046 +53	+5%	+$18.3K	0.06%	112
2025 Q2	$353K	Hold	993	–	–	0.06%	108
2025 Q1	$348K	Hold	993	–	–	0.07%	98
2024 Q4	$314K	Hold	993	–	–	0.06%	106
2024 Q3	$273K	Hold	993	–	–	0.06%	118
2024 Q2	$261K	Hold	993	–	–	0.06%	114
2024 Q1	$277K	Hold	993	–	–	0.06%	115
2023 Q4	$259K	Hold	993	–	–	0.06%	114
2023 Q3	$228K	Sell	993 -600	-38%	-$144K	0.06%	114
2023 Q2	$378K	Buy	1,593 +618	+63%	+$141K	0.1%	92
2023 Q1	$220K	Buy	+975	New	+$217K	0.06%	125

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 $2.3T AUM 54.33% 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

Retirement Income Solutions's V Position: Q2 2026 in Review

Retirement Income Solutions held its Visa (V) position steady in Q2 2026 at 1,132 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #116.

Retirement Income Solutions first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $390K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Retirement Income Solutions held 1,132 shares of Visa worth $342K as of Q2 2026.
Retirement Income Solutions left its Visa share count unchanged in Q2 2026.
Visa made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #116 holding.
Retirement Income Solutions first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
Retirement Income Solutions's Visa position peaked at $390K in Q4 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.