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Visa shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 674 302.14

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard World Mega Cap Index (MGC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (SPGM)
Spdr Series Trust State Street Spd (XOP)

View all positions for Investment Planning Advisors

Top funds holding Visa

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group

View all funds holding Visa