SHM
V icon

Sagard Holdings Management’s Visa V Stock Holding History

Sagard Holdings 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
2025
Q3 		$29.7K Hold
87
– – 0.15% 49
2025
Q2 		$30.9K Buy
+87
New +$30.3K 0.09% 50

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sagard Holdings Management's V Position: Q3 2025 in Review

Sagard Holdings Management held its Visa (V) position steady in Q3 2025 at 87 shares worth $29.7K. The position accounts for 0.15% of the portfolio, ranked #49.

Sagard Holdings Management first reported a position in V in Q2 2025 and has held it in 2 quarters since. The position peaked at $30.9K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Sagard Holdings Management held 87 shares of Visa worth $29.7K as of Q3 2025.
  • Sagard Holdings Management left its Visa share count unchanged in Q3 2025.
  • Visa made up 0.15% of Sagard Holdings Management's portfolio in Q3 2025, its #49 holding.
  • Sagard Holdings Management first reported a position in Visa in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Visa position peaked at $30.9K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.