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 Q2	$396K	Hold	1,154	–	–	0.16%	155
2026 Q1	$349K	Buy	1,154 +31	+3%	+$9.97K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pacific Sun Financial's V Position: Q2 2026 in Review

Pacific Sun Financial held its Visa (V) position steady in Q2 2026 at 1,154 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #155.

Pacific Sun Financial first reported a position in V in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.42M in Q4 2017. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Pacific Sun Financial held 1,154 shares of Visa worth $396K as of Q2 2026.
Pacific Sun Financial left its Visa share count unchanged in Q2 2026.
Visa made up 0.16% of Pacific Sun Financial's portfolio in Q2 2026, its #155 holding.
Pacific Sun Financial first reported a position in Visa in Q4 2017 and has held it in 26 quarters since.
Pacific Sun Financial's Visa position peaked at $1.42M in Q4 2017.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.