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Visa shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 6.3k 302.25

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Ameriprise Financial
Charles Schwab Investment Management
UBS Group

View all funds holding Visa