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R.M. Sincerbeaux Capital Management’s Visa V Stock Holding History

R.M. Sincerbeaux Capital Management’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 		$18.7M Sell
54,389
-900
-2% -$289K 9.92% 2
2026
Q1 		$16.7M Hold
55,289
– – 9.74% 2
2025
Q4 		$19.4M Sell
55,289
-2,572
-4% -$876K 10.85% 2
2025
Q3 		$19.8M Hold
57,861
– – 10.62% 2
2025
Q2 		$20.5M Buy
57,861
+1,192
+2% +$415K 11.59% 2
2025
Q1 		$19.9M Hold
56,669
– – 11.73% 1
2024
Q4 		$17.9M Sell
56,669
-2,900
-5% -$872K 10.75% 2
2024
Q3 		$16.4M Hold
59,569
– – 10.17% 2
2024
Q2 		$15.6M Sell
59,569
-4,700
-7% -$1.29M 10.27% 2
2024
Q1 		$17.9M Hold
64,269
– – 11.39% 2
2023
Q4 		$16.7M Sell
64,269
-1,000
-2% -$246K 11.84% 2
2023
Q3 		$15M Sell
65,269
-250
-0.4% -$60.1K 11.45% 2
2023
Q2 		$15.6M Sell
65,519
-6,000
-8% -$1.37M 10.63% 2
2023
Q1 		$16.1M Sell
71,519
-200
-0.3% -$44.5K 11.23% 2
2022
Q4 		$14.9M Hold
71,719
– – 10.59% 2
2022
Q3 		$12.7M Hold
71,719
– – 10.03% 2
2022
Q2 		$14.1M Hold
71,719
– – 10.36% 2
2022
Q1 		$15.9M Hold
71,719
– – 10.07% 2
2021
Q4 		$15.5M Sell
71,719
-310
-0.4% -$66.5K 9.31% 2
2021
Q3 		$16M Buy
72,029
+10
+0% +$2.35K 10.51% 2
2021
Q2 		$16.8M Sell
72,019
-1,010
-1% -$231K 10.65% 2
2021
Q1 		$15.5M Sell
73,029
-600
-0.8% -$126K 10.55% 1
2020
Q4 		$16.1M Sell
73,629
-2,163
-3% -$443K 11.71% 1
2020
Q3 		$15.2M Sell
75,792
-381
-0.5% -$76.1K 12.95% 1
2020
Q2 		$14.7M Sell
76,173
-12,500
-14% -$2.28M 13.1% 1
2020
Q1 		$14.3M Hold
88,673
– – 14.16% 1
2019
Q4 		$16.7M Sell
88,673
-937
-1% -$169K 12.9% 1
2019
Q3 		$15.4M Sell
89,610
-940
-1% -$167K 12.21% 1
2019
Q2 		$15.7M Sell
90,550
-1,200
-1% -$196K 12.8% 1
2019
Q1 		$14.3M Hold
91,750
– – 11.55% 1
2018
Q4 		$12.1M Buy
91,750
+100
+0.1% +$13.8K 11.2% 1
2018
Q3 		$13.8M Buy
91,650
+250
+0.3% +$35.5K 11.14% 1
2018
Q2 		$12.1M Buy
91,400
+1,200
+1% +$154K 10.66% 1
2018
Q1 		$10.8M Hold
90,200
– – 10.11% 1
2017
Q4 		$10.3M Sell
90,200
-800
-0.9% -$88.3K 9.38% 1
2017
Q3 		$9.58M Sell
91,000
-9,400
-9% -$953K 9.23% 1
2017
Q2 		$9.42M Hold
100,400
– – 8.48% 1
2017
Q1 		$8.92M Sell
100,400
-1,100
-1% -$94.6K 8.29% 1
2016
Q4 		$7.92M Sell
101,500
-4,200
-4% -$338K 7.49% 1
2016
Q3 		$8.74M Sell
105,700
-2,000
-2% -$160K 8.51% 1
2016
Q2 		$7.99M Sell
107,700
-100
-0.1% -$7.83K 8.22% 1
2016
Q1 		$8.24M Sell
107,800
-1,200
-1% -$87.2K 8.63% 1
2015
Q4 		$8.45M Sell
109,000
-9,000
-8% -$697K 9.16% 1
2015
Q3 		$8.22M Sell
118,000
-23,200
-16% -$1.66M 8.67% 1
2015
Q2 		$9.48M Sell
141,200
-4,800
-3% -$325K 9.26% 1
2015
Q1 		$9.55M Sell
146,000
-560
-0.4% -$37K 8.7% 1
2014
Q4 		$9.61M Sell
146,560
-6,400
-4% -$385K 8.78% 1
2014
Q3 		$8.16M Hold
152,960
– – 7.47% 1
2014
Q2 		$8.06M Sell
152,960
-1,040
-0.7% -$54.4K 7.55% 1
2014
Q1 		$8.31M Hold
154,000
– – 8.18% 1
2013
Q4 		$8.57M Buy
+154,000
New +$7.76M 8.43% 1

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's V Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $289K and leaving 54,389 shares worth $18.7M. The position accounts for 9.92% of the portfolio, ranked #2.

R.M. Sincerbeaux Capital Management first reported a position in V in Q4 2013 and has held it in 51 quarters since. The position peaked at $20.5M in Q2 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • R.M. Sincerbeaux Capital Management held 54,389 shares of Visa worth $18.7M as of Q2 2026.
  • R.M. Sincerbeaux Capital Management sold 900 Visa shares in Q2 2026, an estimated $289K.
  • Visa made up 9.92% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #2 holding.
  • R.M. Sincerbeaux Capital Management first reported a position in Visa in Q4 2013 and has held it in 51 quarters since.
  • R.M. Sincerbeaux Capital Management's Visa position peaked at $20.5M in Q2 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.