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Valtinson Bruner Financial Planning’s Visa V Stock Holding History

Valtinson Bruner Financial Planning’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 		$280K Sell
816
-15
-2% -$4.82K 0.07% 145
2026
Q1 		$251K Buy
831
+211
+34% +$67.8K 0.07% 146
2025
Q4 		$217K Hold
620
– – 0.06% 153
2025
Q3 		$212K Hold
620
– – 0.06% 154
2025
Q2 		$220K Buy
+620
New +$216K 0.07% 143

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

Valtinson Bruner Financial Planning's V Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $4.82K and leaving 816 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #145.

Valtinson Bruner Financial Planning first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Valtinson Bruner Financial Planning held 816 shares of Visa worth $280K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 15 Visa shares in Q2 2026, an estimated $4.82K.
  • Visa made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #145 holding.
  • Valtinson Bruner Financial Planning first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.