BFS
V icon

Burkett Financial Services’s Visa V Stock Holding History

Burkett Financial Services’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
Q2 		$104K Buy
304
+1
+0.3% +$321 0.03% 70
2026
Q1 		$91.8K Hold
303
– – 0.03% 75
2025
Q4 		$106K Buy
303
+18
+6% +$6.13K 0.04% 70
2025
Q3 		$97.1K Buy
285
+49
+21% +$17K 0.03% 76
2025
Q2 		$83.8K Hold
236
– – 0.03% 76
2025
Q1 		$82.6K Buy
236
+1
+0.4% +$338 0.03% 72
2024
Q4 		$74.4K Hold
235
– – 0.03% 70
2024
Q3 		$64.6K Buy
235
+1
+0.4% +$270 0.03% 74
2024
Q2 		$61.5K Hold
234
– – 0.03% 68
2024
Q1 		$65.3K Hold
234
– – 0.03% 75
2023
Q4 		$60.8K Buy
+234
New +$57.7K 0.03% 80

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Burkett Financial Services's V Position: Q2 2026 in Review

Burkett Financial Services increased its Visa (V) stake by 0.33% in Q2 2026, buying an estimated $321 and bringing the position to 304 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #70.

Burkett Financial Services first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q4 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Burkett Financial Services held 304 shares of Visa worth $104K as of Q2 2026.
  • Burkett Financial Services bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.03% of Burkett Financial Services's portfolio in Q2 2026, its #70 holding.
  • Burkett Financial Services first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Visa position peaked at $106K in Q4 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.