United Financial Planning Group »

Visa shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $370k 1.2k 302.28

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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