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SeaCrest Wealth Management’s Visa V Stock Holding History

SeaCrest Wealth Management’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 		$7.14M Sell
20,811
-4,577
-18% -$1.47M 0.79% 20
2026
Q1 		$7.67M Sell
25,388
-1,519
-6% -$488K 0.82% 18
2025
Q4 		$9.58M Sell
26,907
-399
-1% -$136K 0.97% 15
2025
Q3 		$9.59M Sell
27,306
-1,471
-5% -$509K 1.01% 14
2025
Q2 		$10.2M Sell
28,777
-2,152
-7% -$750K 1.11% 13
2025
Q1 		$10.8M Sell
30,929
-533
-2% -$180K 1.23% 13
2024
Q4 		$9.94M Sell
31,462
-450
-1% -$135K 1.05% 14
2024
Q3 		$8.77M Sell
31,912
-409
-1% -$111K 0.95% 16
2024
Q2 		$8.48M Sell
32,321
-362
-1% -$99.2K 0.97% 15
2024
Q1 		$9.12M Buy
32,683
+13,915
+74% +$3.84M 1.12% 14
2023
Q4 		$4.87M Buy
18,768
+1,043
+6% +$257K 0.6% 27
2023
Q3 		$4.08M Buy
17,725
+80
+0.5% +$19.2K 0.53% 32
2023
Q2 		$4.19M Sell
17,645
-320
-2% -$73.2K 0.53% 30
2023
Q1 		$4.05M Sell
17,965
-543
-3% -$121K 0.55% 32
2022
Q4 		$3.85M Sell
18,508
-142
-0.8% -$28.6K 0.55% 35
2022
Q3 		$3.31M Sell
18,650
-225
-1% -$45.8K 0.5% 37
2022
Q2 		$3.72M Sell
18,875
-130
-0.7% -$26.9K 0.47% 34
2022
Q1 		$4.21M Sell
19,005
-614
-3% -$133K 0.48% 35
2021
Q4 		$4.25M Buy
19,619
+399
+2% +$85.7K 0.47% 37
2021
Q3 		$4.28M Sell
19,220
-255
-1% -$59.8K 0.52% 33
2021
Q2 		$4.55M Buy
19,475
+518
+3% +$118K 0.55% 31
2021
Q1 		$4.01M Buy
18,957
+387
+2% +$81.5K 0.53% 38
2020
Q4 		$4.06M Buy
18,570
+1,144
+7% +$234K 0.57% 36
2020
Q3 		$3.48M Sell
17,426
-871
-5% -$174K 0.56% 36
2020
Q2 		$3.53M Buy
18,297
+453
+3% +$82.8K 0.61% 33
2020
Q1 		$2.88M Sell
17,844
-4,297
-19% -$809K 0.62% 32
2019
Q4 		$4.16M Buy
22,141
+9,020
+69% +$1.63M 0.7% 24
2019
Q3 		$2.26M Buy
13,121
+40
+0.3% +$7.13K 0.42% 52
2019
Q2 		$2.27M Buy
13,081
+1,238
+10% +$203K 0.46% 45
2019
Q1 		$1.85M Buy
11,843
+5
+0% +$721 0.32% 63
2018
Q4 		$1.56M Sell
11,838
-4,320
-27% -$597K 0.32% 65
2018
Q3 		$2.42M Buy
16,158
+670
+4% +$95.3K 0.41% 43
2018
Q2 		$2.05M Sell
15,488
-47
-0.3% -$6.05K 0.37% 51
2018
Q1 		$1.86M Buy
15,535
+319
+2% +$38.7K 0.34% 56
2017
Q4 		$1.74M Buy
+15,216
New +$1.68M 0.32% 61

Other funds holding V

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

SeaCrest Wealth Management's V Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $1.47M and leaving 20,811 shares worth $7.14M. The position accounts for 0.79% of the portfolio, ranked #20.

SeaCrest Wealth Management first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.8M in Q1 2025. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SeaCrest Wealth Management held 20,811 shares of Visa worth $7.14M as of Q2 2026.
  • SeaCrest Wealth Management sold 4,577 Visa shares in Q2 2026, an estimated $1.47M.
  • Visa made up 0.79% of SeaCrest Wealth Management's portfolio in Q2 2026, its #20 holding.
  • SeaCrest Wealth Management first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Visa position peaked at $10.8M in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.