Burk Holdings’s Visa V Stock Holding History

Burk Holdings’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$80.5K	Buy	224 +21	+10%	+$7.68K	0.03%	123
2026 Q2	$69.6K	Sell	203 -2	-1%	-$642	0.03%	126
2026 Q1	$62K	Buy	+205	New	+$65.9K	0.03%	136

Other funds holding V

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Burk Holdings's V Position: Q3 2026 in Review

Burk Holdings increased its Visa (V) stake by 10% in Q3 2026, buying an estimated $7.68K and bringing the position to 224 shares worth $80.5K. The position accounts for 0.03% of the portfolio, ranked #123.

Burk Holdings first reported a position in V in Q1 2026 and has held it in 3 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

Burk Holdings held 224 shares of Visa worth $80.5K as of Q3 2026.
Burk Holdings bought 21 Visa shares in Q3 2026, an estimated $7.68K.
Visa made up 0.03% of Burk Holdings's portfolio in Q3 2026, its #123 holding.
Burk Holdings first reported a position in Visa in Q1 2026 and has held it in 3 quarters since.
3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.