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Summit Securities Group’s Visa V Stock Holding History

Summit Securities Group’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 		– Sell
-1,406
Closed -$425K – 1389
2026
Q1 		$425K Buy
+1,406
New +$452K 0.05% 156
2025
Q4 		– Sell
-2,550
Closed -$871K – 1268
2025
Q3 		$871K Buy
2,550
+1,735
+213% +$600K 0.18% 114
2025
Q2 		$289K Buy
+815
New +$284K 0.06% 186
2023
Q3 		– Sell
-2,402
Closed -$570K – 1038
2023
Q2 		$570K Buy
2,402
+438
+22% +$100K 0.07% 131
2023
Q1 		$443K Buy
1,964
+81
+4% +$18K 0.04% 148
2022
Q4 		$391K Buy
+1,883
New +$380K 0.01% 273
2022
Q3 		– Sell
-6,422
Closed -$1.26M – 1177
2022
Q2 		$1.26M Buy
6,422
+6,332
+7,036% +$1.31M 0.16% 104
2022
Q1 		$20K Buy
+90
New +$19.5K ﹤0.01% 719
2021
Q4 		– Sell
-2,493
Closed -$555K – 963
2021
Q3 		$555K Buy
2,493
+591
+31% +$139K 0.04% 376
2021
Q2 		$445K Buy
+1,902
New +$435K 0.04% 415
2017
Q3 		– Sell
-2,465
Closed -$231K – 308
2017
Q2 		$231K Buy
+2,465
New +$229K 0.04% 180
2017
Q1 		– Sell
-10,600
Closed -$827K – 401
2016
Q4 		$827K Buy
+10,600
New +$852K 0.18% 110
2016
Q2 		– Sell
-2,900
Closed -$222K – 298
2016
Q1 		$222K Sell
2,900
-9,700
-77% -$705K 0.16% 125
2015
Q4 		$977K Buy
12,600
+8,300
+193% +$643K 0.32% 51
2015
Q3 		$300K Sell
4,300
-1,454
-25% -$104K 0.22% 61
2015
Q2 		$386K Buy
5,754
+744
+15% +$50.4K 0.19% 40
2015
Q1 		$328K Sell
5,010
-990
-17% -$65.5K 0.25% 60
2014
Q4 		$393K Buy
6,000
+1,600
+36% +$96.3K 0.11% 128
2014
Q3 		$235K Buy
+4,400
New +$236K 0.07% 193

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 Securities Group's V Position: Q2 2026 in Review

Summit Securities Group sold out of Visa (V) in Q2 2026, closing a stake of 1,406 shares — an estimated $425K sold.

Summit Securities Group first reported a position in V in Q3 2014 and held it in 19 quarters. The position peaked at $1.26M in Q2 2022. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Securities Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,406 Visa shares in Q2 2026, an estimated $425K.
  • Summit Securities Group first reported a position in Visa in Q3 2014 and held it in 19 quarters.
  • Summit Securities Group's Visa position peaked at $1.26M in Q2 2022.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.