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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SYM Financial Corp's V Position: Q1 2026 in Review

SYM Financial Corp increased its Visa (V) stake by 13% in Q1 2026, buying an estimated $126K and bringing the position to 3,394 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #58.

SYM Financial Corp first reported a position in V in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

SYM Financial Corp held 3,394 shares of Visa worth $1.03M as of Q1 2026.
SYM Financial Corp bought 392 Visa shares in Q1 2026, an estimated $126K.
Visa made up 0.1% of SYM Financial Corp's portfolio in Q1 2026, its #58 holding.
SYM Financial Corp first reported a position in Visa in Q3 2018 and has held it in 11 quarters since.
SYM Financial Corp's Visa position peaked at $1.18M in Q3 2025.
4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.