RFS
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RM Financial Services’s Visa V Stock Holding History

RM Financial Services’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 		$1.92M Sell
5,605
-30
-0.5% -$9.63K 1.43% 19
2026
Q1 		$1.7M Buy
5,635
+1
+0% +$322 1.47% 16
2025
Q4 		$1.98M Buy
+5,634
New +$1.92M 1.75% 12

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

RM Financial Services's V Position: Q2 2026 in Review

RM Financial Services reduced its Visa (V) stake by 0.53% in Q2 2026, selling an estimated $9.63K and leaving 5,605 shares worth $1.92M. The position accounts for 1.43% of the portfolio, ranked #19.

RM Financial Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RM Financial Services held 5,605 shares of Visa worth $1.92M as of Q2 2026.
  • RM Financial Services sold 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 1.43% of RM Financial Services's portfolio in Q2 2026, its #19 holding.
  • RM Financial Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • RM Financial Services's Visa position peaked at $1.98M in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.