SBF
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Sara-Bay Financial’s Visa V Stock Holding History

Sara-Bay Financial’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 		$301K Sell
876
-20
-2% -$6.42K 0.08% 74
2026
Q1 		$271K Buy
896
+35
+4% +$11.3K 0.08% 70
2025
Q4 		$304K Sell
861
-42
-5% -$14.3K 0.09% 68
2025
Q3 		$308K Sell
903
-70
-7% -$24.2K 0.09% 66
2025
Q2 		$345K Sell
973
-30
-3% -$10.5K 0.12% 61
2025
Q1 		$344K Hold
1,003
– – 0.15% 62
2024
Q4 		$316K Sell
1,003
-21
-2% -$6.32K 0.12% 70
2024
Q3 		$282K Hold
1,024
– – 0.1% 75
2024
Q2 		$269K Sell
1,024
-18
-2% -$4.93K 0.11% 75
2024
Q1 		$290K Hold
1,042
– – 0.13% 74
2023
Q4 		$271K Sell
1,042
-16
-2% -$3.94K 0.13% 73
2023
Q3 		$243K Hold
1,058
– – 0.12% 67
2023
Q2 		$251K Hold
1,058
– – 0.12% 67
2023
Q1 		$239K Hold
1,058
– – 0.12% 69
2022
Q4 		$220K Buy
+1,058
New +$213K 0.12% 73
2022
Q3 		– Sell
-1,088
Closed -$215K – 85
2022
Q2 		$215K Hold
1,088
– – 0.1% 75
2022
Q1 		$241K Sell
1,088
-336
-24% -$72.7K 0.1% 72
2021
Q4 		$309K Sell
1,424
-72
-5% -$15.5K 0.09% 66
2021
Q3 		$333K Hold
1,496
– – 0.13% 58
2021
Q2 		$350K Sell
1,496
-6
-0.4% -$1.37K 0.13% 60
2021
Q1 		$318K Sell
1,502
-186
-11% -$39.2K 0.13% 59
2020
Q4 		$369K Hold
1,688
– – 0.17% 57
2020
Q3 		$338K Hold
1,688
– – 0.18% 57
2020
Q2 		$328K Buy
+1,688
New +$308K 0.19% 54

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

Sara-Bay Financial's V Position: Q2 2026 in Review

Sara-Bay Financial reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $6.42K and leaving 876 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #74.

Sara-Bay Financial first reported a position in V in Q2 2020 and has held it in 24 quarters since. The position peaked at $369K in Q4 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sara-Bay Financial held 876 shares of Visa worth $301K as of Q2 2026.
  • Sara-Bay Financial sold 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 0.08% of Sara-Bay Financial's portfolio in Q2 2026, its #74 holding.
  • Sara-Bay Financial first reported a position in Visa in Q2 2020 and has held it in 24 quarters since.
  • Sara-Bay Financial's Visa position peaked at $369K in Q4 2020.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.