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Visa shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 620 341.38
2025-06-30 $220k 620 355.05
2025-03-31 $217k 620 350.46

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

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