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XY Planning Network’s Visa V Stock Holding History

XY Planning Network’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
Q3 		$974K Buy
2,710
+515
+23% +$188K 0.1% 160
2026
Q2 		$753K Buy
2,195
+9
+0.4% +$2.89K 0.09% 167
2026
Q1 		$652K Buy
2,186
+133
+6% +$42.8K 0.1% 165
2025
Q4 		$720K Buy
2,053
+658
+47% +$224K 0.13% 142
2025
Q3 		$495K Hold
1,395
– – 0.17% 111
2025
Q2 		$495K Buy
1,395
+575
+70% +$200K 0.17% 111
2025
Q1 		$287K Sell
820
-65
-7% -$22K 0.19% 80
2024
Q4 		$280K Buy
+885
New +$266K 0.21% 78

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

XY Planning Network's V Position: Q3 2026 in Review

XY Planning Network increased its Visa (V) stake by 23% in Q3 2026, buying an estimated $188K and bringing the position to 2,710 shares worth $974K. The position accounts for 0.1% of the portfolio, ranked #160.

XY Planning Network first reported a position in V in Q4 2024 and has held it in 8 quarters since. 608 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • XY Planning Network held 2,710 shares of Visa worth $974K as of Q3 2026.
  • XY Planning Network bought 515 Visa shares in Q3 2026, an estimated $188K.
  • Visa made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #160 holding.
  • XY Planning Network first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 608 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.