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Retirement Planning Company of New England’s Visa V Stock Holding History

Retirement Planning Company of New England’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
2023
Q1 		– Sell
-200
Closed -$41.6K – 238
2022
Q4 		$41.6K Buy
+200
New +$40.3K 0.03% 216

Other funds holding V

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Retirement Planning Company of New England's V Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $65.5K and leaving 8,262 shares worth $2.83M. The position accounts for 1.02% of the portfolio, ranked #21.

Retirement Planning Company of New England first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q1 2025. 3,626 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Retirement Planning Company of New England held 8,262 shares of Visa worth $2.83M as of Q2 2026.
  • Retirement Planning Company of New England sold 204 Visa shares in Q2 2026, an estimated $65.5K.
  • Visa made up 1.02% of Retirement Planning Company of New England's portfolio in Q2 2026, its #21 holding.
  • Retirement Planning Company of New England first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Visa position peaked at $3.01M in Q1 2025.
  • 3,626 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.