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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
Q4 		– Sell
-20
Closed -$446K – 964
2021
Q3 		$446K Buy
20
+10
+100% +$2.35K 0.03% 427
2021
Q2 		$234K Buy
+10
New +$2.29K 0.02% 616
2019
Q3 		– Sell
-20
Closed -$347K – 421
2019
Q2 		$347K Buy
+20
New +$3.27K 0.04% 243

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. 4,570 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.