SAG
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SageView Advisory Group’s Visa V Stock Holding History

SageView Advisory 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 		$5.07M Sell
14,778
-875
-6% -$281K 0.17% 80
2026
Q1 		$4.73M Sell
15,653
-2,750
-15% -$884K 0.17% 73
2025
Q4 		$6.45M Sell
18,403
-1,154
-6% -$393K 0.22% 59
2025
Q3 		$6.68M Sell
19,557
-499
-2% -$173K 0.23% 55
2025
Q2 		$7.13M Sell
20,056
-679
-3% -$237K 0.27% 43
2025
Q1 		$7.27M Buy
20,735
+161
+0.8% +$54.5K 0.31% 39
2024
Q4 		$6.5M Buy
20,574
+2,720
+15% +$818K 0.28% 46
2024
Q3 		$4.91M Sell
17,854
-5,276
-23% -$1.43M 0.25% 49
2024
Q2 		$6.07M Buy
+23,130
New +$6.34M 0.28% 46
2024
Q1 		– Sell
-25,137
Closed -$6.97M – 818
2023
Q4 		$6.97M Buy
25,137
+7,236
+40% +$1.78M 0.3% 49
2023
Q3 		$4.12M Buy
17,901
+1,209
+7% +$291K 0.24% 64
2023
Q2 		$3.96M Sell
16,692
-53
-0.3% -$12.1K 0.22% 64
2023
Q1 		$3.78M Buy
16,745
+8,087
+93% +$1.8M 0.24% 66
2022
Q4 		$1.8M Buy
+8,658
New +$1.75M 0.15% 104

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SageView Advisory Group's V Position: Q2 2026 in Review

SageView Advisory Group reduced its Visa (V) stake by 5.6% in Q2 2026, selling an estimated $281K and leaving 14,778 shares worth $5.07M. The position accounts for 0.17% of the portfolio, ranked #80.

SageView Advisory Group first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.27M in Q1 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SageView Advisory Group held 14,778 shares of Visa worth $5.07M as of Q2 2026.
  • SageView Advisory Group sold 875 Visa shares in Q2 2026, an estimated $281K.
  • Visa made up 0.17% of SageView Advisory Group's portfolio in Q2 2026, its #80 holding.
  • SageView Advisory Group first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Visa position peaked at $7.27M in Q1 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.