Wescott Financial Advisory Group »

Visa shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Visa (V) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 693 341.61
2025-06-30 $220k 620 354.59

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

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