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Sather Financial Group’s Visa V Stock Holding History

Sather 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
Q1 		$67.7M Buy
224,032
+68
+0% +$21.9K 4.16% 9
2025
Q4 		$78.5M Buy
223,964
+2,521
+1% +$859K 4.22% 7
2025
Q3 		$75.6M Buy
221,443
+2,111
+1% +$731K 4.11% 6
2025
Q2 		$77.9M Sell
219,332
-218
-0.1% -$76K 4.57% 6
2025
Q1 		$76.9M Sell
219,550
-4,676
-2% -$1.58M 5.02% 5
2024
Q4 		$70.9M Sell
224,226
-4,394
-2% -$1.32M 4.44% 6
2024
Q3 		$62.9M Buy
228,620
+26,931
+13% +$7.28M 4.05% 8
2024
Q2 		$52.9M Buy
201,689
+21,044
+12% +$5.77M 3.67% 10
2024
Q1 		$50.4M Buy
180,645
+15,422
+9% +$4.26M 3.62% 10
2023
Q4 		$43M Buy
165,223
+2,660
+2% +$656K 3.18% 14
2023
Q3 		$37.4M Sell
162,563
-346
-0.2% -$83.2K 3.11% 15
2023
Q2 		$38.7M Buy
162,909
+7,091
+5% +$1.62M 3.1% 12
2023
Q1 		$35.1M Buy
155,818
+4,527
+3% +$1.01M 3.05% 13
2022
Q4 		$31.4M Buy
151,291
+2,441
+2% +$492K 2.58% 15
2022
Q3 		$26.4M Sell
148,850
-1,977
-1% -$402K 2.91% 18
2022
Q2 		$29.7M Buy
150,827
+11,016
+8% +$2.28M 3.08% 18
2022
Q1 		$31M Buy
139,811
+15,393
+12% +$3.33M 2.68% 17
2021
Q4 		$27M Buy
124,418
+22,837
+22% +$4.9M 2.34% 21
2021
Q3 		$22.6M Buy
101,581
+9,475
+10% +$2.22M 2.31% 21
2021
Q2 		$21.5M Buy
92,106
+3,709
+4% +$848K 2.26% 21
2021
Q1 		$18.7M Buy
88,397
+13,493
+18% +$2.84M 2.18% 21
2020
Q4 		$16.4M Buy
74,904
+20,088
+37% +$4.11M 2.12% 21
2020
Q3 		$11M Buy
54,816
+7,516
+16% +$1.5M 1.75% 22
2020
Q2 		$9.14M Buy
47,300
+19,857
+72% +$3.63M 1.57% 23
2020
Q1 		$4.42M Buy
27,443
+17,680
+181% +$3.33M 0.87% 23
2019
Q4 		$1.83M Buy
+9,763
New +$1.76M 0.29% 32

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

Sather Financial Group's V Position: Q1 2026 in Review

Sather Financial Group increased its Visa (V) stake by 0.03% in Q1 2026, buying an estimated $21.9K and bringing the position to 224,032 shares worth $67.7M. The position accounts for 4.16% of the portfolio, ranked #9.

Sather Financial Group first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $78.5M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sather Financial Group held 224,032 shares of Visa worth $67.7M as of Q1 2026.
  • Sather Financial Group bought 68 Visa shares in Q1 2026, an estimated $21.9K.
  • Visa made up 4.16% of Sather Financial Group's portfolio in Q1 2026, its #9 holding.
  • Sather Financial Group first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Sather Financial Group's Visa position peaked at $78.5M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.