Pacific Sun Financial
V icon

Pacific Sun Financial’s Visa V Stock Holding History

Pacific Sun Financial’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
Q3 		$411K Sell
1,144
-10
-0.9% -$3.66K 0.17% 149
2026
Q2 		$396K Hold
1,154
– – 0.16% 155
2026
Q1 		$349K Buy
1,154
+31
+3% +$10K 0.17% 154
2025
Q4 		$394K Hold
1,123
– – 0.19% 143
2025
Q3 		$383K Buy
1,123
+2
+0.2% +$692 0.19% 140
2025
Q2 		$398K Sell
1,121
-10
-0.9% -$3.49K 0.21% 130
2025
Q1 		$396K Hold
1,131
– – 0.23% 129
2024
Q4 		$357K Hold
1,131
– – 0.19% 137
2024
Q3 		$311K Hold
1,131
– – 0.17% 145
2024
Q2 		$297K Hold
1,131
– – 0.18% 144
2024
Q1 		$316K Hold
1,131
– – 0.18% 140
2023
Q4 		$294K Hold
1,131
– – 0.19% 137
2023
Q3 		$260K Buy
1,131
+20
+2% +$4.81K 0.18% 139
2023
Q2 		$250K Buy
+1,111
New +$254K 0.17% 148
2022
Q4 		$231K Sell
1,111
-20
-2% -$4.03K 0.16% 155
2022
Q3 		$201K Hold
1,131
– – 0.14% 170
2022
Q2 		$223K Sell
1,131
-100
-8% -$20.7K 0.15% 165
2022
Q1 		$273K Hold
1,231
– – 0.15% 152
2021
Q4 		$267K Hold
1,231
– – 0.14% 159
2021
Q3 		$274K Buy
+1,231
New +$289K 0.16% 149
2020
Q3 		$269K Buy
1,346
+5
+0.4% +$999 0.22% 122
2020
Q2 		$259K Hold
1,341
– – 0.23% 118
2020
Q1 		$216K Hold
1,341
– – 0.25% 117
2019
Q4 		$252K Hold
1,341
– – 0.22% 120
2019
Q3 		$231K Hold
1,341
– – 0.22% 121
2019
Q2 		$233K Buy
+1,341
New +$220K 0.22% 118
2018
Q1 		– Sell
-12,467
Closed -$1.42M – 196
2017
Q4 		$1.42M Buy
+12,467
New +$1.38M 0.78% 50

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pacific Sun Financial's V Position: Q3 2026 in Review

Pacific Sun Financial reduced its Visa (V) stake by 0.87% in Q3 2026, selling an estimated $3.66K and leaving 1,144 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #149.

Pacific Sun Financial first reported a position in V in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.42M in Q4 2017. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Pacific Sun Financial held 1,144 shares of Visa worth $411K as of Q3 2026.
  • Pacific Sun Financial sold 10 Visa shares in Q3 2026, an estimated $3.66K.
  • Visa made up 0.17% of Pacific Sun Financial's portfolio in Q3 2026, its #149 holding.
  • Pacific Sun Financial first reported a position in Visa in Q4 2017 and has held it in 27 quarters since.
  • Pacific Sun Financial's Visa position peaked at $1.42M in Q4 2017.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Pacific Sun Financial's 13F filing for Q3 2026, filed 13 Nov 2026.