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SC&H Financial Advisors’s Visa V Stock Holding History

SC&H Financial Advisors’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 		$2.28M Buy
6,654
+17
+0.3% +$5.46K 0.3% 41
2026
Q1 		$2.01M Buy
6,637
+486
+8% +$156K 0.3% 45
2025
Q4 		$2.16M Hold
6,151
– – 0.33% 38
2025
Q3 		$2.1M Sell
6,151
-134
-2% -$46.4K 0.34% 38
2025
Q2 		$2.23M Buy
6,285
+44
+0.7% +$15.3K 0.38% 35
2025
Q1 		$2.19M Hold
6,241
– – 0.43% 33
2024
Q4 		$1.97M Hold
6,241
– – 0.41% 35
2024
Q3 		$1.72M Sell
6,241
-156
-2% -$42.2K 0.37% 37
2024
Q2 		$1.68M Sell
6,397
-74
-1% -$20.3K 0.41% 36
2024
Q1 		$1.81M Sell
6,471
-192
-3% -$53K 0.47% 34
2023
Q4 		$1.73M Sell
6,663
-31
-0.5% -$7.64K 0.5% 34
2023
Q3 		$1.54M Hold
6,694
– – 0.51% 33
2023
Q2 		$1.59M Buy
6,694
+421
+7% +$96.4K 0.53% 32
2023
Q1 		$1.41M Buy
6,273
+606
+11% +$135K 0.52% 35
2022
Q4 		$1.18M Sell
5,667
-445
-7% -$89.7K 0.49% 43
2022
Q3 		$1.09M Sell
6,112
-768
-11% -$156K 0.54% 42
2022
Q2 		$1.35M Buy
6,880
+559
+9% +$116K 0.63% 34
2022
Q1 		$1.4M Sell
6,321
-67
-1% -$14.5K 0.67% 32
2021
Q4 		$1.38M Buy
+6,388
New +$1.37M 0.76% 28

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

SC&H Financial Advisors's V Position: Q2 2026 in Review

SC&H Financial Advisors increased its Visa (V) stake by 0.26% in Q2 2026, buying an estimated $5.46K and bringing the position to 6,654 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #41.

SC&H Financial Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SC&H Financial Advisors held 6,654 shares of Visa worth $2.28M as of Q2 2026.
  • SC&H Financial Advisors bought 17 Visa shares in Q2 2026, an estimated $5.46K.
  • Visa made up 0.3% of SC&H Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • SC&H Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.