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Summit Financial Wealth Advisors’s Visa V Stock Holding History

Summit Financial Wealth Advisors’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 		$1.36M Buy
3,951
+389
+11% +$125K 0.17% 72
2026
Q1 		$1.08M Sell
3,562
-48
-1% -$15.4K 0.15% 72
2025
Q4 		$1.27M Sell
3,610
-5
-0.1% -$1.7K 0.18% 67
2025
Q3 		$1.26M Buy
3,615
+250
+7% +$86.5K 0.19% 60
2025
Q2 		$1.19M Buy
3,365
+1,143
+51% +$398K 0.21% 56
2025
Q1 		$779K Buy
2,222
+7
+0.3% +$2.37K 0.15% 68
2024
Q4 		$766K Hold
2,215
– – 0.15% 73
2024
Q3 		$609K Sell
2,215
-74
-3% -$20K 0.11% 80
2024
Q2 		$601K Buy
2,289
+40
+2% +$11K 0.12% 73
2024
Q1 		$628K Sell
2,249
-1
-0% -$276 0.13% 74
2023
Q4 		$586K Hold
2,250
– – 0.13% 72
2023
Q3 		$551K Sell
2,250
-75
-3% -$18K 0.14% 69
2023
Q2 		$552K Sell
2,325
-200
-8% -$45.8K 0.13% 72
2023
Q1 		$569K Sell
2,525
-523
-17% -$116K 0.14% 75
2022
Q4 		$633K Buy
3,048
+523
+21% +$105K 0.15% 73
2022
Q3 		$516K Hold
2,525
– – 0.15% 69
2022
Q2 		$541K Sell
2,525
-200
-7% -$41.3K 0.13% 75
2022
Q1 		$604K Buy
2,725
+216
+9% +$46.7K 0.12% 71
2021
Q4 		$558K Buy
2,509
+200
+9% +$42.9K 0.11% 82
2021
Q3 		$514K Hold
2,309
– – 0.12% 81
2021
Q2 		$540K Hold
2,309
– – 0.12% 77
2021
Q1 		$505K Hold
2,309
– – 0.13% 70
2020
Q4 		$462K Hold
2,309
– – 0.13% 70
2020
Q3 		$427K Hold
2,309
– – 0.11% 78
2020
Q2 		$450K Buy
2,309
+34
+1% +$6.21K 0.12% 78
2020
Q1 		$385K Hold
2,275
– – 0.12% 84
2019
Q4 		$459K Hold
2,275
– – 0.11% 95
2019
Q3 		$403K Hold
2,275
– – 0.1% 110
2019
Q2 		$395K Hold
2,275
– – 0.1% 110
2019
Q1 		$360K Hold
2,275
– – 0.1% 98
2018
Q4 		$300K Hold
2,275
– – 0.1% 97
2018
Q3 		$312K Sell
2,275
-1,091
-32% -$155K 0.09% 107
2018
Q2 		$403K Hold
3,366
– – 0.13% 92
2018
Q1 		$403K Hold
3,366
– – 0.13% 94
2017
Q4 		$384K Buy
3,366
+19
+0.6% +$2.1K 0.13% 95
2017
Q3 		$352K Hold
3,347
– – 0.13% 101
2017
Q2 		$314K Sell
3,347
-95
-3% -$8.82K 0.12% 112
2017
Q1 		$306K Hold
3,442
– – 0.13% 115
2016
Q4 		$269K Sell
3,442
-15
-0.4% -$1.21K 0.12% 116
2016
Q3 		$286K Hold
3,457
– – 0.12% 115
2016
Q2 		$256K Sell
3,457
-45
-1% -$3.52K 0.11% 118
2016
Q1 		$268K Buy
+3,502
New +$254K 0.12% 113
2015
Q4 		– Sell
-2,320
Closed -$161K – 210
2015
Q3 		$161K Buy
2,320
+2,200
+1,833% +$157K 0.1% 85
2015
Q2 		$8K Hold
120
– – 0.01% 236
2015
Q1 		$8K Hold
120
– – 0.01% 204
2014
Q4 		$8K Buy
+120
New +$7.22K 0.01% 205

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's V Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 3,951 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #72.

Summit Financial Wealth Advisors first reported a position in V in Q4 2014 and has held it in 46 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Financial Wealth Advisors held 3,951 shares of Visa worth $1.36M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 389 Visa shares in Q2 2026, an estimated $125K.
  • Visa made up 0.17% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Summit Financial Wealth Advisors first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.