SFC
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SYM Financial Corp’s Visa V Stock Holding History

SYM Financial Corp’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 		$1.53M Buy
4,467
+1,073
+32% +$344K 0.12% 52
2026
Q1 		$1.03M Buy
3,394
+392
+13% +$126K 0.1% 58
2025
Q4 		$1.05M Sell
3,002
-465
-13% -$158K 0.11% 55
2025
Q3 		$1.18M Buy
3,467
+301
+10% +$104K 0.13% 46
2025
Q2 		$1.12M Buy
3,166
+638
+25% +$222K 0.13% 52
2025
Q1 		$886K Buy
2,528
+334
+15% +$113K 0.11% 58
2024
Q4 		$693K Buy
2,194
+503
+30% +$151K 0.09% 67
2024
Q3 		$465K Buy
1,691
+196
+13% +$53K 0.06% 75
2024
Q2 		$392K Buy
1,495
+280
+23% +$76.7K 0.06% 71
2024
Q1 		$339K Buy
1,215
+92
+8% +$25.4K 0.06% 67
2023
Q4 		$292K Buy
+1,123
New +$277K 0.05% 76
2018
Q4 		– Sell
-2,278
Closed -$342K – 99
2018
Q3 		$342K Buy
+2,278
New +$324K 0.19% 24

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

SYM Financial Corp's V Position: Q2 2026 in Review

SYM Financial Corp increased its Visa (V) stake by 32% in Q2 2026, buying an estimated $344K and bringing the position to 4,467 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #52.

SYM Financial Corp first reported a position in V in Q3 2018 and has held it in 12 quarters since. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SYM Financial Corp held 4,467 shares of Visa worth $1.53M as of Q2 2026.
  • SYM Financial Corp bought 1,073 Visa shares in Q2 2026, an estimated $344K.
  • Visa made up 0.12% of SYM Financial Corp's portfolio in Q2 2026, its #52 holding.
  • SYM Financial Corp first reported a position in Visa in Q3 2018 and has held it in 12 quarters since.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.