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Summit Place Financial Advisors, LLC → V

Summit Place Financial Advisors, LLC V Position History

Visa Inc. • Services

Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.7M
Q1 2026$3.2M
Q2 2026$3.8M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M10.2K——
Q2 2026$3.8M11.1K——
Q1 2026$3.2M10.7K——
Q4 2025$3.7M10.5K——

Other funds holding V

Other Summit Place Financial Advisors, LLC positions

AAPL

APPLE INC

$9.8M
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NVDA

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$9.5M
AAPL

APPLE INC

$9.3M
NVDA

NVIDIA CORPORATION

$9.1M
NVDA

NVIDIA CORPORATION

$9M
GEV

GE VERNOVA INC

$9M
IAU

ISHARES GOLD TR

$8.7M