Visa shares owned by Root Financial Partners
Historical chart of Root Financial Partners investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.3k | 341.40 |
| 2025-06-30 | $1.4M | 4.0k | 355.09 |
| 2025-03-31 | $1.0M | 2.9k | 350.45 |
| 2024-12-31 | $869k | 2.7k | 316.07 |
| 2024-09-30 | $447k | 1.6k | 274.89 |
| 2024-06-30 | $359k | 1.4k | 262.49 |
| 2024-03-31 | $281k | 1.0k | 279.12 |