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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Burr Financial Services held its Visa (V) position steady in Q2 2026 at 918 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #19.

Burr Financial Services first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $623K in Q4 2023. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Burr Financial Services held 918 shares of Visa worth $315K as of Q2 2026.
  • Burr Financial Services left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.2% of Burr Financial Services's portfolio in Q2 2026, its #19 holding.
  • Burr Financial Services first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Burr Financial Services's Visa position peaked at $623K in Q4 2023.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.