Summit Global Investments’s Visa V Stock Holding History

Summit Global Investments’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 Q1	$2.37M	Buy	7,849 +112	+1%	+$36K	0.14%	78
2025 Q4	$2.71M	Buy	7,737 +6,624	+595%	+$2.26M	0.16%	74
2025 Q3	$380K	Sell	1,113 -221	-17%	-$76.5K	0.02%	352
2025 Q2	$474K	Buy	1,334 +671	+101%	+$234K	0.03%	314
2025 Q1	$232K	Buy	+663	New	+$224K	0.02%	394
2019 Q3	–	Sell	-4,379	Closed	-$760K	–	298
2019 Q2	$760K	Buy	4,379 +30	+0.7%	+$4.91K	0.1%	157
2019 Q1	$679K	Sell	4,349 -1,658	-28%	-$239K	0.09%	190
2018 Q4	$793K	Sell	6,007 -431	-7%	-$59.5K	0.12%	117
2018 Q3	$966K	Buy	6,438 +426	+7%	+$60.6K	0.13%	115
2018 Q2	$785K	Sell	6,012 -316	-5%	-$40.7K	0.12%	116
2018 Q1	$757K	Sell	6,328 -1,142	-15%	-$138K	0.12%	95
2017 Q4	$852K	Hold	7,470	–	–	0.13%	98
2017 Q3	$786K	Buy	7,470 +820	+12%	+$83.2K	0.12%	107
2017 Q2	$624K	Buy	6,650 +670	+11%	+$62.2K	0.19%	102
2017 Q1	$531K	Buy	+5,980	New	+$514K	0.17%	104

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Global Investments's V Position: Q1 2026 in Review

Summit Global Investments increased its Visa (V) stake by 1.4% in Q1 2026, buying an estimated $36K and bringing the position to 7,849 shares worth $2.37M. The position accounts for 0.14% of the portfolio, ranked #78.

Summit Global Investments first reported a position in V in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.71M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Summit Global Investments held 7,849 shares of Visa worth $2.37M as of Q1 2026.
Summit Global Investments bought 112 Visa shares in Q1 2026, an estimated $36K.
Visa made up 0.14% of Summit Global Investments's portfolio in Q1 2026, its #78 holding.
Summit Global Investments first reported a position in Visa in Q1 2017 and has held it in 15 quarters since.
Summit Global Investments's Visa position peaked at $2.71M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.