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Visa shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Visa

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

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Quarterly reported holdings in Visa by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $374k 1.4k 274.86
2021-09-30 $219k 973 225.08
2021-06-30 $224k 957 234.06
2021-03-31 $233k 1.1k 217.15

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding Visa

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa