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Visa shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $867k 3.1k 279.10
2023-09-30 $735k 3.2k 230.02
2023-06-30 $766k 3.2k 239.79
2023-03-31 $794k 3.4k 232.70
2022-12-31 $774k 3.4k 229.57

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First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa