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Seneca House Advisors’s Visa V Stock Holding History

Seneca House 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 		$5.49M Buy
15,991
+3,274
+26% +$1.05M 1.94% 18
2026
Q1 		$3.84M Buy
12,717
+6,607
+108% +$2.12M 1.53% 23
2025
Q4 		$2.14M Buy
+6,110
New +$2.08M 0.8% 32
2022
Q3 		– Sell
-1,403
Closed -$276K – 86
2022
Q2 		$276K Sell
1,403
-245
-15% -$50.6K 0.18% 76
2022
Q1 		$365K Sell
1,648
-1,436
-47% -$311K 0.19% 68
2021
Q4 		$668K Sell
3,084
-1,215
-28% -$261K 0.35% 57
2021
Q3 		$958K Sell
4,299
-629
-13% -$147K 0.58% 37
2021
Q2 		$1.15M Sell
4,928
-363
-7% -$83K 0.75% 26
2021
Q1 		$1.12M Sell
5,291
-137
-3% -$28.8K 0.79% 25
2020
Q4 		$1.19M Buy
5,428
+1,952
+56% +$399K 0.86% 24
2020
Q3 		$695K Buy
3,476
+1,482
+74% +$296K 0.55% 32
2020
Q2 		$385K Buy
+1,994
New +$364K 0.33% 45

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

Seneca House Advisors's V Position: Q2 2026 in Review

Seneca House Advisors increased its Visa (V) stake by 26% in Q2 2026, buying an estimated $1.05M and bringing the position to 15,991 shares worth $5.49M. The position accounts for 1.94% of the portfolio, ranked #18.

Seneca House Advisors first reported a position in V in Q2 2020 and has held it in 12 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Seneca House Advisors held 15,991 shares of Visa worth $5.49M as of Q2 2026.
  • Seneca House Advisors bought 3,274 Visa shares in Q2 2026, an estimated $1.05M.
  • Visa made up 1.94% of Seneca House Advisors's portfolio in Q2 2026, its #18 holding.
  • Seneca House Advisors first reported a position in Visa in Q2 2020 and has held it in 12 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.