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
2021 Q1	–	Sell	-50	Closed	-$1.09M	–	780
2020 Q4	$1.09M	Buy	+50	New	+$10.2K	0.09%	226
2019 Q3	–	Sell	-20	Closed	-$347K	–	420
2019 Q2	$347K	Buy	+20	New	+$3.27K	0.04%	242

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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. 4,570 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.
4,570 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.