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Pacific Capital Wealth Advisors’s Visa V Stock Holding History

Pacific Capital Wealth Advisors’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 		$1.05M Hold
3,057
– – 0.16% 41
2026
Q1 		$924K Buy
3,057
+35
+1% +$11.3K 0.16% 40
2025
Q4 		$1.06M Sell
3,022
-66
-2% -$22.5K 0.18% 38
2025
Q3 		$1.05M Buy
3,088
+67
+2% +$23.2K 0.18% 38
2025
Q2 		$1.08M Sell
3,021
-76
-2% -$26.5K 0.2% 35
2025
Q1 		$1.09M Hold
3,097
– – 0.19% 40
2024
Q4 		$979K Sell
3,097
-3
-0.1% -$902 0.16% 41
2024
Q3 		$852K Sell
3,100
-69
-2% -$18.7K 0.14% 42
2024
Q2 		$832K Buy
3,169
+328
+12% +$89.9K 0.15% 39
2024
Q1 		$793K Buy
2,841
+28
+1% +$7.73K 0.19% 40
2023
Q4 		$732K Hold
2,813
– – 0.19% 42
2023
Q3 		$647K Hold
2,813
– – 0.18% 43
2023
Q2 		$668K Hold
2,813
– – 0.17% 45
2023
Q1 		$634K Sell
2,813
-253
-8% -$56.3K 0.16% 52
2022
Q4 		$637K Sell
3,066
-1,455
-32% -$293K 0.16% 57
2022
Q3 		$803K Buy
4,521
+772
+21% +$157K 0.22% 52
2022
Q2 		$738K Sell
3,749
-33
-0.9% -$6.82K 0.2% 53
2022
Q1 		$839K Buy
3,782
+191
+5% +$41.3K 0.24% 55
2021
Q4 		$778K Buy
3,591
+84
+2% +$18K 0.22% 56
2021
Q3 		$781K Buy
3,507
+360
+11% +$84.4K 0.25% 54
2021
Q2 		$736K Hold
3,147
– – 0.37% 50
2021
Q1 		$666K Sell
3,147
-230
-7% -$48.4K 0.37% 47
2020
Q4 		$739K Hold
3,377
– – 0.42% 44
2020
Q3 		$675K Hold
3,377
– – 0.4% 45
2020
Q2 		$652K Sell
3,377
-17
-0.5% -$3.11K 0.44% 39
2020
Q1 		$547K Sell
3,394
-75
-2% -$14.1K 0.41% 41
2019
Q4 		$652K Buy
+3,469
New +$625K 0.44% 39

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's V Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Visa (V) position steady in Q2 2026 at 3,057 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #41.

Pacific Capital Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Pacific Capital Wealth Advisors held 3,057 shares of Visa worth $1.05M as of Q2 2026.
  • Pacific Capital Wealth Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.16% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Pacific Capital Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Pacific Capital Wealth Advisors's Visa position peaked at $1.09M in Q1 2025.
  • 1,066 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.