Retirement Planning Group (Kansas)’s Visa V Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$1.68M	Buy	5,574 +1,044	+23%	+$336K	0.05%	150
2025 Q4	$1.59M	Sell	4,530 -139	-3%	-$47.4K	0.05%	145
2025 Q3	$1.59M	Buy	4,669 +172	+4%	+$59.5K	0.06%	133
2025 Q2	$1.6M	Buy	4,497 +1,198	+36%	+$418K	0.07%	102
2025 Q1	$1.16M	Buy	3,299 +555	+20%	+$188K	0.05%	115
2024 Q4	$867K	Buy	2,744 +559	+26%	+$168K	0.04%	136
2024 Q3	$601K	Sell	2,185 -22	-1%	-$5.95K	0.03%	167
2024 Q2	$579K	Buy	2,207 +1,408	+176%	+$386K	0.04%	153
2024 Q1	$223K	Buy	+799	New	+$221K	0.02%	206

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Retirement Planning Group (Kansas)'s V Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Visa (V) stake by 23% in Q1 2026, buying an estimated $336K and bringing the position to 5,574 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #150.

Retirement Planning Group (Kansas) first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Retirement Planning Group (Kansas) held 5,574 shares of Visa worth $1.68M as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,044 Visa shares in Q1 2026, an estimated $336K.
Visa made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #150 holding.
Retirement Planning Group (Kansas) first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.