SFP
V icon

Sandbox Financial Partners’s Visa V Stock Holding History

Sandbox Financial Partners’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
Q1 		$1.64M Sell
5,417
-86
-2% -$27.7K 0.46% 37
2025
Q4 		$1.93M Sell
5,503
-49
-0.9% -$16.7K 0.53% 36
2025
Q3 		$1.9M Sell
5,552
-418
-7% -$145K 0.54% 39
2025
Q2 		$2.12M Sell
5,970
-18
-0.3% -$6.27K 0.67% 34
2025
Q1 		$2.1M Buy
5,988
+45
+0.8% +$15.2K 0.74% 32
2024
Q4 		$1.88M Sell
5,943
-6
-0.1% -$1.8K 0.63% 36
2024
Q3 		$1.64M Sell
5,949
-172
-3% -$46.5K 0.58% 36
2024
Q2 		$1.61M Buy
6,121
+115
+2% +$31.5K 0.62% 33
2024
Q1 		$1.68M Sell
6,006
-463
-7% -$128K 0.7% 28
2023
Q4 		$1.68M Sell
6,469
-14
-0.2% -$3.45K 0.79% 20
2023
Q3 		$1.49M Sell
6,483
-98
-1% -$23.6K 0.79% 19
2023
Q2 		$1.56M Sell
6,581
-25
-0.4% -$5.72K 0.82% 20
2023
Q1 		$1.49M Buy
6,606
+12
+0.2% +$2.67K 0.9% 17
2022
Q4 		$1.37M Sell
6,594
-937
-12% -$189K 0.95% 18
2022
Q3 		$1.34M Sell
7,531
-2,171
-22% -$442K 0.98% 18
2022
Q2 		$1.91M Sell
9,702
-438
-4% -$90.5K 1.36% 15
2022
Q1 		$2.25M Sell
10,140
-1,447
-12% -$313K 1.29% 14
2021
Q4 		$2.51M Buy
11,587
+387
+3% +$83.1K 1.58% 10
2021
Q3 		$2.5M Sell
11,200
-219
-2% -$51.4K 1.78% 10
2021
Q2 		$2.67M Sell
11,419
-5
-0% -$1.14K 1.99% 10
2021
Q1 		$2.5M Sell
11,424
-106
-0.9% -$22.3K 2.04% 9
2020
Q4 		$2.52M Buy
+11,530
New +$2.36M 2.3% 9

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Sandbox Financial Partners's V Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $27.7K and leaving 5,417 shares worth $1.64M. The position accounts for 0.46% of the portfolio, ranked #37.

Sandbox Financial Partners first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.67M in Q2 2021. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sandbox Financial Partners held 5,417 shares of Visa worth $1.64M as of Q1 2026.
  • Sandbox Financial Partners sold 86 Visa shares in Q1 2026, an estimated $27.7K.
  • Visa made up 0.46% of Sandbox Financial Partners's portfolio in Q1 2026, its #37 holding.
  • Sandbox Financial Partners first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Visa position peaked at $2.67M in Q2 2021.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.