PSI
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Planning Strategies Inc.’s Visa V Stock Holding History

Planning Strategies Inc.’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 		$32.9K Buy
+96
New +$30.8K 0.02% 198

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s V Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Visa (V) in Q2 2026: 96 shares worth $32.9K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

1,822 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Planning Strategies Inc. held 96 shares of Visa worth $32.9K as of Q2 2026.
  • Visa was a new Planning Strategies Inc. position in Q2 2026.
  • Visa made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #198 holding.
  • 1,822 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.