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Visa shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 599 343.28

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

Top funds holding Visa

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding Visa