SFC
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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Summit Financial Consulting's V Position: Q2 2026 in Review

Summit Financial Consulting held its Visa (V) position steady in Q2 2026 at 662 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #44.

Summit Financial Consulting first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Financial Consulting held 662 shares of Visa worth $227K as of Q2 2026.
  • Summit Financial Consulting left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.15% of Summit Financial Consulting's portfolio in Q2 2026, its #44 holding.
  • Summit Financial Consulting first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.