Stephens Consulting’s Visa V Stock Holding History

Stephens Consulting’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	$36.8K	Buy	105 +19	+22%	+$6.47K	0.01%	159
2025 Q3	$29.4K	Sell	86 -103	-54%	-$35.6K	0.01%	169
2025 Q2	$67.1K	Buy	189 +52	+38%	+$18.1K	0.02%	171
2025 Q1	$48K	Sell	137 -277	-67%	-$93.7K	0.01%	193
2024 Q4	$131K	Sell	414 -3	-0.7%	-$902	0.03%	121
2024 Q3	$115K	Sell	417 -37	-8%	-$10K	0.03%	129
2024 Q2	$119K	Buy	454 +212	+88%	+$58.1K	0.03%	120
2024 Q1	$67.4K	Hold	242	–	–	0.02%	153
2023 Q4	$62.9K	Hold	242	–	–	0.02%	156
2023 Q3	$55.6K	Hold	242	–	–	0.02%	157
2023 Q2	$57.4K	Hold	242	–	–	0.02%	149
2023 Q1	$54.5K	Hold	242	–	–	0.03%	162
2022 Q4	$50.2K	Sell	242 -178	-42%	-$35.9K	0.03%	168
2022 Q3	$74.5K	Hold	420	–	–	0.07%	130
2022 Q2	$82.6K	Sell	420 -500	-54%	-$103K	0.07%	121
2022 Q1	$204K	Sell	920 -451	-33%	-$97.5K	0.17%	78
2021 Q4	$297K	Buy	+1,371	New	+$294K	0.25%	71

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stephens Consulting's V Position: Q4 2025 in Review

Stephens Consulting increased its Visa (V) stake by 22% in Q4 2025, buying an estimated $6.47K and bringing the position to 105 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #159.

Stephens Consulting first reported a position in V in Q4 2021 and has held it in 17 quarters since. The position peaked at $297K in Q4 2021. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

Stephens Consulting held 105 shares of Visa worth $36.8K as of Q4 2025.
Stephens Consulting bought 19 Visa shares in Q4 2025, an estimated $6.47K.
Visa made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #159 holding.
Stephens Consulting first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Visa position peaked at $297K in Q4 2021.
4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.