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Visa shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Flatrock Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $814k 2.4k 343.11
2026-03-31 $596k 2.0k 302.31
2025-12-31 $596k 2.0k 302.31

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr Series Trust St Inter Bd Etf (SPIB)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Caretrust Reit (CTRE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Vanguard World Energy Etf (VDE)
Micron Technology (MU)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Flatrock Wealth Partners

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