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Synergy Financial Group’s Visa V Stock Holding History

Synergy Financial 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
2026
Q2 		$310K Sell
904
-13
-1% -$4.17K 0.22% 86
2026
Q1 		$277K Buy
917
+76
+9% +$24.4K 0.21% 93
2025
Q4 		$295K Buy
841
+28
+3% +$9.54K 0.21% 86
2025
Q3 		$278K Buy
813
+34
+4% +$11.8K 0.19% 96
2025
Q2 		$277K Buy
779
+1
+0.1% +$349 0.2% 94
2025
Q1 		$273K Buy
778
+40
+5% +$13.5K 0.24% 84
2024
Q4 		$233K Buy
+738
New +$222K 0.19% 90

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

Synergy Financial Group's V Position: Q2 2026 in Review

Synergy Financial Group reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $4.17K and leaving 904 shares worth $310K. The position accounts for 0.22% of the portfolio, ranked #86.

Synergy Financial Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Synergy Financial Group held 904 shares of Visa worth $310K as of Q2 2026.
  • Synergy Financial Group sold 13 Visa shares in Q2 2026, an estimated $4.17K.
  • Visa made up 0.22% of Synergy Financial Group's portfolio in Q2 2026, its #86 holding.
  • Synergy Financial Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.