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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
2026-03-31 $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)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

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