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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's V Position: Q1 2026 in Review

Summit Securities Group opened a new position in Visa (V) in Q1 2026: 1,406 shares worth $425K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in V as recently as Q3 2025.

Summit Securities Group first reported a position in V in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.26M in Q2 2022. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Summit Securities Group held 1,406 shares of Visa worth $425K as of Q1 2026.
  • Visa was a new Summit Securities Group position in Q1 2026.
  • Visa made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #156 holding.
  • Summit Securities Group first reported a position in Visa in Q3 2014 and has held it in 19 quarters since.
  • Summit Securities Group's Visa position peaked at $1.26M in Q2 2022.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.