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Visa shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Visa (V) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 651 350.67
2025-09-30 $204k 597 341.30
2025-06-30 $212k 597 354.93
2025-03-31 $209k 597 350.32
2024-12-31 $179k 567 315.90

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
State Street MF Closed and MF Open (SPTI)
Invesco S&p MF Closed and MF Open (SPHQ)
First Trust MF Closed and MF Open (UCON)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)
Ishares Gold Common Stock (IAU)

View all positions for Synergy Investment Management

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
Ameriprise Financial
Charles Schwab Investment Management
UBS Group

View all funds holding Visa