YCG
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Yeomans Consulting Group’s Visa V Stock Holding History

Yeomans Consulting Group’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 		$217K Sell
620
-43
-6% -$14.7K 0.06% 108
2025
Q3 		$231K Sell
663
-324
-33% -$112K 0.08% 92
2025
Q2 		$351K Sell
987
-40
-4% -$13.9K 0.15% 64
2025
Q1 		$360K Buy
1,027
+29
+3% +$9.81K 0.14% 45
2024
Q4 		$315K Buy
998
+15
+2% +$4.51K 0.12% 84
2024
Q3 		$270K Sell
983
-26
-3% -$7.03K 0.1% 77
2024
Q2 		$265K Sell
1,009
-21
-2% -$5.76K 0.1% 76
2024
Q1 		$287K Buy
1,030
+43
+4% +$11.9K 0.13% 63
2023
Q4 		$257K Buy
+987
New +$243K 0.13% 58

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Yeomans Consulting Group's V Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Visa (V) stake by 6.5% in Q4 2025, selling an estimated $14.7K and leaving 620 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #108.

Yeomans Consulting Group first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $360K in Q1 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Yeomans Consulting Group held 620 shares of Visa worth $217K as of Q4 2025.
  • Yeomans Consulting Group sold 43 Visa shares in Q4 2025, an estimated $14.7K.
  • Visa made up 0.06% of Yeomans Consulting Group's portfolio in Q4 2025, its #108 holding.
  • Yeomans Consulting Group first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
  • Yeomans Consulting Group's Visa position peaked at $360K in Q1 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.