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SeaBridge Investment Advisors’s Visa V Stock Holding History

SeaBridge Investment 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 		$594K Buy
1,730
+47
+3% +$15.1K 0.09% 136
2026
Q1 		$509K Sell
1,683
-700
-29% -$225K 0.09% 136
2025
Q4 		$836K Hold
2,383
– – 0.14% 113
2025
Q3 		$814K Hold
2,383
– – 0.13% 110
2025
Q2 		$846K Sell
2,383
-20
-0.8% -$6.97K 0.16% 108
2025
Q1 		$842K Hold
2,403
– – 0.18% 113
2024
Q4 		$759K Buy
+2,403
New +$723K 0.16% 117
2017
Q2 		– Sell
-640
Closed -$57K – 266
2017
Q1 		$57K Buy
+640
New +$55.1K 0.01% 174

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SeaBridge Investment Advisors's V Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its Visa (V) stake by 2.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,730 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #136.

SeaBridge Investment Advisors first reported a position in V in Q1 2017 and has held it in 8 quarters since. The position peaked at $846K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SeaBridge Investment Advisors held 1,730 shares of Visa worth $594K as of Q2 2026.
  • SeaBridge Investment Advisors bought 47 Visa shares in Q2 2026, an estimated $15.1K.
  • Visa made up 0.09% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • SeaBridge Investment Advisors first reported a position in Visa in Q1 2017 and has held it in 8 quarters since.
  • SeaBridge Investment Advisors's Visa position peaked at $846K in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.