STAR Financial Bank’s Visa V Stock Holding History

STAR Financial Bank’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	$259K	Sell	857 -243	-22%	-$78.1K	0.12%	88
2025 Q4	$386K	Sell	1,100 -1,254	-53%	-$427K	0.2%	76
2025 Q3	$804K	Buy	2,354 +1,334	+131%	+$462K	0.48%	38
2025 Q2	$362K	Sell	1,020 -211	-17%	-$73.5K	0.23%	80
2025 Q1	$431K	Sell	1,231 -315	-20%	-$107K	0.32%	69
2024 Q4	$489K	Sell	1,546 -1,342	-46%	-$404K	0.35%	61
2024 Q3	$794K	Sell	2,888 -852	-23%	-$230K	0.54%	47
2024 Q2	$982K	Sell	3,740 -571	-13%	-$157K	0.76%	40
2024 Q1	$1.2M	Sell	4,311 -185	-4%	-$51.1K	1.03%	26
2023 Q4	$1.17M	Buy	4,496 +285	+7%	+$70.2K	1.07%	26
2023 Q3	$969K	Sell	4,211 -265	-6%	-$63.7K	0.99%	27
2023 Q2	$1.06M	Sell	4,476 -550	-11%	-$126K	0.99%	28
2023 Q1	$1.13M	Sell	5,026 -154	-3%	-$34.3K	1.1%	26
2022 Q4	$1.08M	Buy	+5,180	New	+$1.04M	1.07%	26

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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