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RM Financial Services, LLC → V

RM Financial Services, LLC V Position History

Visa Inc. • Services

Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2M
Q1 2026$1.7M
Q2 2026$1.9M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M5.3K——
Q2 2026$1.9M5.6K——
Q1 2026$1.7M5.6K——
Q4 2025$2M5.6K——

Other funds holding V

Other RM Financial Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND GROWE

$12M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11.9M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
GLD

WORLD GOLD TR

$10.7M
GLD

WORLD GOLD TR

$9.6M
GLD

WORLD GOLD TR

$9.5M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$9.3M
RM Financial Services, LLC V Holdings: 13F Position History | Track13F