Scott Marsh Financial’s Visa V Stock Holding History

Scott Marsh Financial’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
2025 Q2	$5.35M	Buy	+15,066	New	+$5.25M	1.98%	6

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scott Marsh Financial's V Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Visa (V) in Q2 2025: 15,066 shares worth $5.35M. The stake represents 1.98% of the portfolio and ranks #6 among its holdings.

4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

Scott Marsh Financial held 15,066 shares of Visa worth $5.35M as of Q2 2025.
Visa was a new Scott Marsh Financial position in Q2 2025.
Visa made up 1.98% of Scott Marsh Financial's portfolio in Q2 2025, its #6 holding.
4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.