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Visa shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 607 350.71
2023-03-31 $0 108k 0.00
2021-06-30 $166k 711 233.47
2021-03-31 $151k 711 212.38

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Visa

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

View all funds holding Visa