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Summit Place Financial Advisors’s Visa V Stock Holding History

Summit Place Financial 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 		$3.8M Buy
11,063
+345
+3% +$111K 1.66% 20
2026
Q1 		$3.24M Buy
10,718
+190
+2% +$61.1K 1.56% 23
2025
Q4 		$3.69M Buy
10,528
+35
+0.3% +$11.9K 1.79% 20
2025
Q3 		$3.58M Buy
10,493
+22
+0.2% +$7.61K 1.69% 23
2025
Q2 		$3.72M Buy
10,471
+125
+1% +$43.6K 1.87% 17
2025
Q1 		$3.63M Sell
10,346
-157
-1% -$53.1K 2.05% 12
2024
Q4 		$3.32M Buy
10,503
+40
+0.4% +$12K 1.89% 18
2024
Q3 		$2.88M Sell
10,463
-478
-4% -$129K 1.6% 32
2024
Q2 		$2.87M Buy
10,941
+150
+1% +$41.1K 1.7% 23
2024
Q1 		$3.01M Buy
10,791
+192
+2% +$53K 1.76% 22
2023
Q4 		$2.76M Buy
10,599
+200
+2% +$49.3K 1.8% 22
2023
Q3 		$2.39M Sell
10,399
-790
-7% -$190K 1.7% 21
2023
Q2 		$2.66M Sell
11,189
-298
-3% -$68.2K 1.72% 17
2023
Q1 		$2.59M Buy
11,487
+26
+0.2% +$5.79K 1.84% 17
2022
Q4 		$2.38M Buy
11,461
+1,136
+11% +$229K 1.96% 17
2022
Q3 		$1.83M Sell
10,325
-175
-2% -$35.6K 1.7% 27
2022
Q2 		$2.07M Sell
10,500
-325
-3% -$67.2K 1.73% 12
2022
Q1 		$2.4M Sell
10,825
-190
-2% -$41.1K 1.61% 15
2021
Q4 		$2.39M Buy
11,015
+1,255
+13% +$269K 1.65% 22
2021
Q3 		$2.17M Buy
9,760
+120
+1% +$28.1K 1.58% 27
2021
Q2 		$2.25M Sell
9,640
-40
-0.4% -$9.14K 1.66% 16
2021
Q1 		$2.05M Sell
9,680
-45
-0.5% -$9.47K 1.65% 20
2020
Q4 		$2.13M Buy
9,725
+880
+10% +$180K 1.84% 17
2020
Q3 		$1.77M Buy
+8,845
New +$1.77M 1.77% 22
2020
Q1 		– Sell
-10,925
Closed -$2.05M – 52
2019
Q4 		$2.05M Buy
+10,925
New +$1.97M 3.25% 7

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Summit Place Financial Advisors increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $111K and bringing the position to 11,063 shares worth $3.8M. The position accounts for 1.66% of the portfolio, ranked #20.

Summit Place Financial Advisors first reported a position in V in Q4 2019 and has held it in 25 quarters since. 1,943 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Place Financial Advisors held 11,063 shares of Visa worth $3.8M as of Q2 2026.
  • Summit Place Financial Advisors bought 345 Visa shares in Q2 2026, an estimated $111K.
  • Visa made up 1.66% of Summit Place Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Summit Place Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.