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Summit Financial Strategies’s Visa V Stock Holding History

Summit Financial Strategies’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 		– Sell
-599
Closed -$206K – 177
2026
Q2 		$206K Buy
+599
New +$192K 0.01% 160

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

Summit Financial Strategies sold out of Visa (V) in Q3 2026, closing a stake of 599 shares — an estimated $206K sold.

Summit Financial Strategies first reported a position in V in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 576 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Summit Financial Strategies reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 599 Visa shares in Q3 2026, an estimated $206K.
  • Summit Financial Strategies first reported a position in Visa in Q2 2026 and held it in 1 quarter.
  • Summit Financial Strategies's Visa position peaked at $206K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.