Burney Company’s Visa V Stock Holding History

Burney Company’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	$6.77M	Buy	19,738 +258	+1%	+$82.8K	0.18%	94
2026 Q1	$5.89M	Sell	19,480 -16,444	-46%	-$5.29M	0.18%	104
2025 Q4	$12.6M	Buy	35,924 +1,032	+3%	+$352K	0.39%	54
2025 Q3	$11.9M	Sell	34,892 -394	-1%	-$136K	0.38%	62
2025 Q2	$12.5M	Sell	35,286 -1,351	-4%	-$471K	0.42%	53
2025 Q1	$12.8M	Buy	36,637 +4,578	+14%	+$1.55M	0.47%	58
2024 Q4	$10.1M	Sell	32,059 -618	-2%	-$186K	0.36%	70
2024 Q3	$8.98M	Sell	32,677 -3,015	-8%	-$815K	0.32%	79
2024 Q2	$9.37M	Sell	35,692 -13,326	-27%	-$3.65M	0.36%	72
2024 Q1	$13.7M	Sell	49,018 -2,028	-4%	-$560K	0.52%	42
2023 Q4	$13.3M	Sell	51,046 -1,323	-3%	-$326K	0.56%	36
2023 Q3	$12M	Buy	52,369 +132	+0.3%	+$31.7K	0.56%	39
2023 Q2	$12.4M	Buy	52,237 +1,430	+3%	+$327K	0.57%	41
2023 Q1	$11.5M	Sell	50,807 -59	-0.1%	-$13.1K	0.56%	44
2022 Q4	$10.6M	Sell	50,866 -3,404	-6%	-$686K	0.54%	43
2022 Q3	$9.64M	Sell	54,270 -426	-0.8%	-$86.7K	0.53%	51
2022 Q2	$10.8M	Sell	54,696 -2,391	-4%	-$494K	0.57%	45
2022 Q1	$12.7M	Sell	57,087 -20,917	-27%	-$4.52M	0.58%	41
2021 Q4	$16.9M	Sell	78,004 -609	-0.8%	-$131K	0.73%	29
2021 Q3	$17.5M	Sell	78,613 -3,732	-5%	-$875K	0.82%	19
2021 Q2	$19.3M	Sell	82,345 -2,590	-3%	-$592K	0.9%	12
2021 Q1	$18M	Buy	84,935 +1,454	+2%	+$306K	0.89%	12
2020 Q4	$18.3M	Sell	83,481 -5,698	-6%	-$1.17M	1%	10
2020 Q3	$17.8M	Sell	89,179 -265	-0.3%	-$52.9K	1.1%	7
2020 Q2	$17.3M	Buy	89,444 +746	+0.8%	+$136K	1.12%	10
2020 Q1	$14.3M	Sell	88,698 -7,566	-8%	-$1.43M	1.1%	14
2019 Q4	$18.1M	Buy	96,264 +5,161	+6%	+$930K	1%	15
2019 Q3	$15.7M	Sell	91,103 -2,051	-2%	-$365K	0.94%	18
2019 Q2	$16.2M	Buy	93,154 +2,589	+3%	+$424K	0.98%	15
2019 Q1	$14.1M	Buy	90,565 +1,772	+2%	+$255K	0.88%	22
2018 Q4	$11.7M	Buy	88,793 +855	+1%	+$118K	0.82%	27
2018 Q3	$13.2M	Sell	87,938 -5,818	-6%	-$827K	0.79%	28
2018 Q2	$12.4M	Buy	93,756 +13,227	+16%	+$1.7M	0.73%	32
2018 Q1	$9.63M	Buy	80,529 +904	+1%	+$110K	0.6%	50
2017 Q4	$9.08M	Buy	79,625 +10,533	+15%	+$1.16M	0.51%	64
2017 Q3	$7.23M	Buy	69,092 +9,024	+15%	+$915K	0.47%	71
2017 Q2	$5.67M	Buy	60,068 +10,193	+20%	+$946K	0.37%	89
2017 Q1	$4.43M	Buy	49,875 +772	+2%	+$66.4K	0.29%	104
2016 Q4	$3.83M	Buy	49,103 +7,084	+17%	+$570K	0.26%	112
2016 Q3	$3.49M	Buy	42,019 +2,309	+6%	+$185K	0.25%	118
2016 Q2	$2.94M	Buy	39,710 +655	+2%	+$51.3K	0.21%	123
2016 Q1	$2.99M	Buy	39,055 +2,666	+7%	+$194K	0.22%	120
2015 Q4	$2.86M	Buy	36,389 +1,922	+6%	+$149K	0.21%	124
2015 Q3	$2.4M	Buy	34,467 +258	+0.8%	+$18.4K	0.18%	135
2015 Q2	$2.3M	Buy	34,209 +3,421	+11%	+$232K	0.16%	143
2015 Q1	$2.01M	Sell	30,788 -1,028	-3%	-$68K	0.14%	152
2014 Q4	$2.08M	Sell	31,816 -16	-0.1%	-$963	0.17%	143
2014 Q3	$1.7M	Sell	31,832 -580	-2%	-$31.2K	0.15%	158
2014 Q2	$1.71M	Sell	32,412 -11,856	-27%	-$620K	0.15%	155
2014 Q1	$2.39M	Sell	44,268 -132	-0.3%	-$7.34K	0.22%	126
2013 Q4	$2.47M	Buy	44,400 +3,256	+8%	+$164K	0.24%	117
2013 Q3	$1.97M	Buy	41,144 +8,096	+24%	+$374K	0.22%	120
2013 Q2	$1.51M	Buy	+33,048	New	+$1.45M	0.19%	137

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company's V Position: Q2 2026 in Review

Burney Company increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $82.8K and bringing the position to 19,738 shares worth $6.77M. The position accounts for 0.18% of the portfolio, ranked #94.

Burney Company first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.3M in Q2 2021. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Burney Company held 19,738 shares of Visa worth $6.77M as of Q2 2026.
Burney Company bought 258 Visa shares in Q2 2026, an estimated $82.8K.
Visa made up 0.18% of Burney Company's portfolio in Q2 2026, its #94 holding.
Burney Company first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
Burney Company's Visa position peaked at $19.3M in Q2 2021.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.