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Summit Financial’s Visa V Stock Holding History

Summit 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
2026
Q2 		$21.8M Sell
63,461
-3,102
-5% -$996K 0.24% 82
2026
Q1 		$20.1M Buy
66,563
+19,842
+42% +$6.38M 0.26% 74
2025
Q4 		$16.4M Sell
46,721
-969
-2% -$330K 0.24% 79
2025
Q3 		$16.3M Buy
47,690
+5,541
+13% +$1.92M 0.25% 78
2025
Q2 		$15M Buy
42,149
+1,669
+4% +$582K 0.34% 55
2025
Q1 		$14.2M Sell
40,480
-659
-2% -$223K 0.4% 44
2024
Q4 		$13M Buy
41,139
+2,942
+8% +$885K 0.46% 38
2024
Q3 		$10.5M Buy
38,197
+5,052
+15% +$1.37M 0.41% 42
2024
Q2 		$8.7M Buy
33,145
+11,306
+52% +$3.1M 0.4% 41
2024
Q1 		$6.09M Buy
21,839
+1,312
+6% +$362K 0.36% 37
2023
Q4 		$5.34M Buy
20,527
+1,269
+7% +$313K 0.35% 41
2023
Q3 		$4.43M Buy
19,258
+566
+3% +$136K 0.33% 44
2023
Q2 		$4.44M Buy
18,692
+9,018
+93% +$2.06M 0.32% 44
2023
Q1 		$2.18M Sell
9,674
-96
-1% -$21.4K 0.19% 57
2022
Q4 		$2.03M Sell
9,770
-2,325
-19% -$469K 0.19% 59
2022
Q3 		$2.15M Buy
12,095
+1,971
+19% +$401K 0.2% 51
2022
Q2 		$1.99M Sell
10,124
-554
-5% -$114K 0.19% 54
2022
Q1 		$2.37M Buy
10,678
+1,510
+16% +$327K 0.18% 59
2021
Q4 		$1.99M Buy
9,168
+1,975
+27% +$424K 0.15% 63
2021
Q3 		$1.6M Buy
7,193
+3,054
+74% +$716K 0.14% 58
2021
Q2 		$968K Buy
+4,139
New +$946K 0.1% 50

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's V Position: Q2 2026 in Review

Summit Financial reduced its Visa (V) stake by 4.7% in Q2 2026, selling an estimated $996K and leaving 63,461 shares worth $21.8M. The position accounts for 0.24% of the portfolio, ranked #82.

Summit Financial first reported a position in V in Q2 2021 and has held it in 21 quarters since. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Financial held 63,461 shares of Visa worth $21.8M as of Q2 2026.
  • Summit Financial sold 3,102 Visa shares in Q2 2026, an estimated $996K.
  • Visa made up 0.24% of Summit Financial's portfolio in Q2 2026, its #82 holding.
  • Summit Financial first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.