SEC 13F Intelligence

Summit Place Financial Advisors, LLC / V

Summit Place Financial Advisors, LLC’s Visa Inc Position

Does Summit Place Financial Advisors, LLC own Visa Inc (V)? Yes — 10.7K shares worth $3M (+1.56% of its 13F portfolio) as of Q1 2026, up from 10.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.7K
% of Portfolio
+1.56%
Quarters Held
24
currently held

Position History V

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$3M+1.56%
Q4 202510.5K$4M+1.79%
Q3 202510.5K$4M+1.69%
Q2 202510.5K$4M+1.87%
Q1 202510.3K$4M+2.05%
Q4 202410.5K$3M+1.89%
Q3 202410.5K$3M+1.60%
Q2 202410.9K$3M+1.70%
Q1 202410.8K$3M+1.76%
Q4 202310.6K$3M+1.80%
Q3 202310.4K$2M+1.70%
Q2 202311.2K$3M+1.72%
Q1 202311.5K$3M+1.84%
Q4 202211.5K$2M+1.96%
Q3 202210.3K$2M+1.70%
Q2 202210.5K$2M+1.73%
Q1 202210.8K$2M+1.61%
Q4 202111.0K$2M+1.65%
Q3 20219.8K$2M+1.58%
Q2 20219.6K$2M+1.66%
Q1 20219.7K$2M+1.65%
Q4 20209.7K$2M+1.84%
Q3 20208.8K$2M+1.77%
Q4 201910.9K$2M+3.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Place Financial Advisors, LLC’s full portfolio or all institutional holders of V.