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SageGuard Financial Group’s Visa V Stock Holding History

SageGuard Financial Group’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 		$564K Sell
1,643
-140
-8% -$44.9K 0.08% 132
2026
Q1 		$539K Buy
1,783
+25
+1% +$8.04K 0.08% 117
2025
Q4 		$616K Buy
+1,758
New +$599K 0.1% 104
2021
Q3 		– Sell
-2,566
Closed -$600K – 120
2021
Q2 		$600K Buy
2,566
+178
+7% +$40.7K 0.27% 67
2021
Q1 		$506K Buy
2,388
+254
+12% +$53.5K 0.24% 74
2020
Q4 		$467K Buy
+2,134
New +$437K 0.22% 69

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SageGuard Financial Group's V Position: Q2 2026 in Review

SageGuard Financial Group reduced its Visa (V) stake by 7.9% in Q2 2026, selling an estimated $44.9K and leaving 1,643 shares worth $564K. The position accounts for 0.08% of the portfolio, ranked #132.

SageGuard Financial Group first reported a position in V in Q4 2020 and has held it in 6 quarters since. The position peaked at $616K in Q4 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SageGuard Financial Group held 1,643 shares of Visa worth $564K as of Q2 2026.
  • SageGuard Financial Group sold 140 Visa shares in Q2 2026, an estimated $44.9K.
  • Visa made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #132 holding.
  • SageGuard Financial Group first reported a position in Visa in Q4 2020 and has held it in 6 quarters since.
  • SageGuard Financial Group's Visa position peaked at $616K in Q4 2025.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.