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Sound Financial Strategies Group’s Visa V Stock Holding History

Sound Financial Strategies Group’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
2025
Q4 		– Sell
-596
Closed -$203K – 122
2025
Q3 		$203K Buy
+596
New +$206K 0.15% 103

Other funds holding V

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound Financial Strategies Group's V Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Visa (V) in Q4 2025, closing a stake of 596 shares — an estimated $203K sold.

Sound Financial Strategies Group first reported a position in V in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Sound Financial Strategies Group reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 596 Visa shares in Q4 2025, an estimated $203K.
  • Sound Financial Strategies Group first reported a position in Visa in Q3 2025 and held it in 1 quarter.
  • Sound Financial Strategies Group's Visa position peaked at $203K in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.