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Visa shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 9.6k 341.37
2025-06-30 $3.5M 9.8k 355.04
2025-03-31 $4.0M 11k 350.46
2024-12-31 $3.6M 11k 316.03

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa