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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its Visa (V) stake by 0.39% in Q1 2026, buying an estimated $1.61K and bringing the position to 1,273 shares worth $385K. The position accounts for 0.25% of the portfolio, ranked #62.

Retirement Planning Group (New York) first reported a position in V in Q3 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Retirement Planning Group (New York) held 1,273 shares of Visa worth $385K as of Q1 2026.
  • Retirement Planning Group (New York) bought 5 Visa shares in Q1 2026, an estimated $1.61K.
  • Visa made up 0.25% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #62 holding.
  • Retirement Planning Group (New York) first reported a position in Visa in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Visa position peaked at $445K in Q4 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.