Summit Financial Consulting
V icon

Summit Financial Consulting’s Visa V Stock Holding History

Summit Financial Consulting’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 		$238K Hold
662
– – 0.17% 42
2026
Q2 		$227K Hold
662
– – 0.15% 44
2026
Q1 		$200K Buy
662
+42
+7% +$13.5K 0.14% 40
2025
Q4 		$217K Hold
620
– – 0.16% 42
2025
Q3 		$212K Hold
620
– – 0.17% 41
2025
Q2 		$220K Hold
620
– – 0.2% 37
2025
Q1 		$217K Buy
+620
New +$210K 0.2% 40

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Summit Financial Consulting's V Position: Q3 2026 in Review

Summit Financial Consulting held its Visa (V) position steady in Q3 2026 at 662 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #42.

Summit Financial Consulting first reported a position in V in Q1 2025 and has held it in 7 quarters since. 1,713 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Summit Financial Consulting held 662 shares of Visa worth $238K as of Q3 2026.
  • Summit Financial Consulting left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.17% of Summit Financial Consulting's portfolio in Q3 2026, its #42 holding.
  • Summit Financial Consulting first reported a position in Visa in Q1 2025 and has held it in 7 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.