Sage Capital Advisors’s Visa V Stock Holding History

Sage Capital 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
2020 Q4	–	Sell	-400	Closed	-$24K	–	121
2020 Q3	$24K	Hold	400	–	–	0.01%	101
2020 Q2	$23K	Hold	400	–	–	0.01%	99
2020 Q1	$14K	Hold	400	–	–	0.01%	92
2019 Q4	$21K	Hold	400	–	–	0.01%	101
2019 Q3	$17K	Hold	400	–	–	0.01%	94
2019 Q2	$20K	Hold	400	–	–	0.01%	93
2019 Q1	$12K	Buy	+400	New	+$57.6K	0.01%	93

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sage Capital Advisors's V Position: Q2 2026 in Review

Sage Capital Advisors increased its Visa (V) stake by 0.56% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,327 shares worth $798K. The position accounts for 0.17% of the portfolio, ranked #89.

Sage Capital Advisors first reported a position in V in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.13M in Q4 2023. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

Sage Capital Advisors held 2,327 shares of Visa worth $798K as of Q2 2026.
Sage Capital Advisors bought 13 Visa shares in Q2 2026, an estimated $4.17K.
Visa made up 0.17% of Sage Capital Advisors's portfolio in Q2 2026, its #89 holding.
Sage Capital Advisors first reported a position in Visa in Q2 2017 and has held it in 37 quarters since.
Sage Capital Advisors's Visa position peaked at $8.13M in Q4 2023.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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