Burr Financial Services’s Visa V Stock Holding History

Burr 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 Q3	$330K	Hold	918	–	–	0.2%	21
2026 Q2	$315K	Hold	918	–	–	0.2%	19
2026 Q1	$277K	Sell	918 -277	-23%	-$89.1K	0.22%	19
2025 Q4	$419K	Hold	1,195	–	–	0.31%	21
2025 Q3	$408K	Hold	1,195	–	–	0.3%	21
2025 Q2	$424K	Sell	1,195 -55	-4%	-$19.2K	0.36%	22
2025 Q1	$438K	Sell	1,250 -645	-34%	-$218K	0.34%	22
2024 Q4	$599K	Sell	1,895 -100	-5%	-$30.1K	0.4%	20
2024 Q3	$549K	Hold	1,995	–	–	0.39%	21
2024 Q2	$524K	Sell	1,995 -242	-11%	-$66.3K	0.37%	21
2024 Q1	$618K	Hold	2,237	–	–	0.48%	24
2023 Q4	$623K	Buy	+2,237	New	+$551K	0.48%	24

Other funds holding V

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Burr Financial Services's V Position: Q3 2026 in Review

Burr Financial Services held its Visa (V) position steady in Q3 2026 at 918 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #21.

Burr Financial Services first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $623K in Q4 2023. 3,831 funds tracked by Wall St. Rank hold V as of Q3 2026.

Burr Financial Services held 918 shares of Visa worth $330K as of Q3 2026.
Burr Financial Services left its Visa share count unchanged in Q3 2026.
Visa made up 0.2% of Burr Financial Services's portfolio in Q3 2026, its #21 holding.
Burr Financial Services first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
Burr Financial Services's Visa position peaked at $623K in Q4 2023.
3,831 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.