| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Sterling Investment Advisors, Ltd. | 23 | 23 | 1.40% | 1.86% | 2.22% | Q4 2016 | Q2 2022 | 23 |
| Nelson Capital Management, LLC | 17 | 17 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q2 2017 | 17 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 12 |
| D'Orazio & Associates, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2017 | 4 |
| EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
External links
This page lists all the filers that currently own Visa, Inc. or have owned Visa, Inc. in the past.