RPGNY
V icon

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

Retirement Planning Group (New York)’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 		$424K Sell
1,237
-36
-3% -$11.6K 0.23% 65
2026
Q1 		$385K Buy
1,273
+5
+0.4% +$1.61K 0.25% 62
2025
Q4 		$445K Sell
1,268
-21
-2% -$7.16K 0.3% 52
2025
Q3 		$440K Buy
+1,289
New +$446K 0.33% 53

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Retirement Planning Group (New York)'s V Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Visa (V) stake by 2.8% in Q2 2026, selling an estimated $11.6K and leaving 1,237 shares worth $424K. The position accounts for 0.23% of the portfolio, ranked #65.

Retirement Planning Group (New York) first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 4,575 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Retirement Planning Group (New York) held 1,237 shares of Visa worth $424K as of Q2 2026.
  • Retirement Planning Group (New York) sold 36 Visa shares in Q2 2026, an estimated $11.6K.
  • Visa made up 0.23% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #65 holding.
  • Retirement Planning Group (New York) first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s Visa position peaked at $445K in Q4 2025.
  • 4,575 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.