Balance Wealth »

Visa shares owned by Balance Wealth

Quarter-by-quarter ownership of Visa (V) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 583 343.13
2025-06-30 $222k 625 354.78
2025-03-31 $204k 581 350.51

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Select Sector Spdr Tr St Str Care Etf (XLV)
Tidal Trust I Fund Gran Us Etf (GRNY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
2023 Etf Series Trust Brandes Intl Etf (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Artificial Etf (AIQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Balance Wealth

Top funds holding Visa

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
T. Rowe Price Associates
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