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Seamount Financial Group’s Visa V Stock Holding History

Seamount 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
Q2 		$612K Buy
1,784
+76
+4% +$24.4K 0.25% 85
2026
Q1 		$516K Sell
1,708
-72
-4% -$23.2K 0.23% 86
2025
Q4 		$624K Sell
1,780
-353
-17% -$120K 0.28% 75
2025
Q3 		$728K Buy
2,133
+66
+3% +$22.8K 0.34% 68
2025
Q2 		$734K Buy
2,067
+655
+46% +$228K 0.38% 62
2025
Q1 		$495K Buy
1,412
+90
+7% +$30.5K 0.34% 69
2024
Q4 		$418K Hold
1,322
– – 0.29% 70
2024
Q3 		$363K Buy
1,322
+10
+0.8% +$2.7K 0.27% 76
2024
Q2 		$344K Buy
1,312
+252
+24% +$69.1K 0.28% 73
2024
Q1 		$296K Hold
1,060
– – 0.26% 75
2023
Q4 		$276K Buy
+1,060
New +$261K 0.26% 73

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

Seamount Financial Group's V Position: Q2 2026 in Review

Seamount Financial Group increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,784 shares worth $612K. The position accounts for 0.25% of the portfolio, ranked #85.

Seamount Financial Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $734K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Seamount Financial Group held 1,784 shares of Visa worth $612K as of Q2 2026.
  • Seamount Financial Group bought 76 Visa shares in Q2 2026, an estimated $24.4K.
  • Visa made up 0.25% of Seamount Financial Group's portfolio in Q2 2026, its #85 holding.
  • Seamount Financial Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's Visa position peaked at $734K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.