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Sequoia Financial Advisors’s Visa V Stock Holding History

Sequoia 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 		$95.2M Buy
277,453
+11,666
+4% +$3.75M 0.47% 46
2026
Q1 		$80.3M Sell
265,787
-4,395
-2% -$1.41M 0.45% 47
2025
Q4 		$94.8M Buy
270,182
+32,762
+14% +$11.2M 0.53% 41
2025
Q3 		$81.1M Buy
237,420
+5,910
+3% +$2.05M 0.49% 43
2025
Q2 		$82.2M Buy
231,510
+11,334
+5% +$3.95M 0.56% 39
2025
Q1 		$77.2M Buy
220,176
+3,176
+1% +$1.07M 0.59% 36
2024
Q4 		$68.6M Buy
217,000
+71,272
+49% +$21.4M 0.66% 31
2024
Q3 		$40.1M Buy
145,728
+16,187
+12% +$4.38M 0.43% 54
2024
Q2 		$34M Buy
129,541
+15,718
+14% +$4.31M 0.41% 53
2024
Q1 		$31.8M Sell
113,823
-26,176
-19% -$7.23M 0.4% 56
2023
Q4 		$36.4M Buy
139,999
+106,377
+316% +$26.2M 0.45% 48
2023
Q3 		$7.73M Buy
33,622
+796
+2% +$191K 0.14% 116
2023
Q2 		$7.8M Buy
32,826
+3,237
+11% +$741K 0.13% 122
2023
Q1 		$6.67M Buy
29,589
+1,104
+4% +$246K 0.15% 125
2022
Q4 		$5.92M Buy
28,485
+10,912
+62% +$2.2M 0.15% 128
2022
Q3 		$3.13M Sell
17,573
-4,834
-22% -$984K 0.1% 138
2022
Q2 		$4.42M Buy
22,407
+1,600
+8% +$331K 0.12% 126
2022
Q1 		$4.62M Buy
20,807
+3,822
+23% +$827K 0.12% 123
2021
Q4 		$3.68M Buy
16,985
+13,294
+360% +$2.85M 0.1% 133
2021
Q3 		$822K Sell
3,691
-12,017
-77% -$2.82M 0.08% 118
2021
Q2 		$3.67M Buy
15,708
+731
+5% +$167K 0.13% 107
2021
Q1 		$3.17M Sell
14,977
-382
-2% -$80.4K 0.13% 99
2020
Q4 		$3.36M Buy
15,359
+1,521
+11% +$311K 0.15% 89
2020
Q3 		$2.77M Buy
13,838
+3,287
+31% +$657K 0.15% 87
2020
Q2 		$2.04M Buy
10,551
+715
+7% +$131K 0.12% 92
2020
Q1 		$1.58M Sell
9,836
-1,031
-9% -$194K 0.12% 90
2019
Q4 		$2.04M Buy
10,867
+421
+4% +$75.9K 0.13% 93
2019
Q3 		$1.8M Buy
10,446
+271
+3% +$48.3K 0.13% 91
2019
Q2 		$1.77M Buy
10,175
+337
+3% +$55.2K 0.13% 92
2019
Q1 		$1.54M Buy
9,838
+3,204
+48% +$462K 0.13% 95
2018
Q4 		$875K Buy
6,634
+51
+0.8% +$7.04K 0.1% 109
2018
Q3 		$988K Sell
6,583
-253
-4% -$36K 0.1% 114
2018
Q2 		$905K Buy
6,836
+1,294
+23% +$167K 0.1% 116
2018
Q1 		$663K Sell
5,542
-156
-3% -$18.9K 0.07% 135
2017
Q4 		$650K Sell
5,698
-89
-2% -$9.83K 0.07% 139
2017
Q3 		$609K Sell
5,787
-885
-13% -$89.8K 0.07% 136
2017
Q2 		$626K Buy
6,672
+678
+11% +$62.9K 0.08% 131
2017
Q1 		$533K Buy
5,994
+27
+0.5% +$2.32K 0.07% 135
2016
Q4 		$466K Sell
5,967
-187
-3% -$15K 0.07% 144
2016
Q3 		$509K Sell
6,154
-144
-2% -$11.5K 0.09% 118
2016
Q2 		$467K Buy
6,298
+557
+10% +$43.6K 0.13% 117
2016
Q1 		$439K Sell
5,741
-892
-13% -$64.8K 0.14% 101
2015
Q4 		$514K Buy
6,633
+592
+10% +$45.9K 0.21% 91
2015
Q3 		$421K Buy
6,041
+127
+2% +$9.07K 0.18% 96
2015
Q2 		$397K Buy
+5,914
New +$401K 0.17% 109

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Sequoia Financial Advisors's V Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $3.75M and bringing the position to 277,453 shares worth $95.2M. The position accounts for 0.47% of the portfolio, ranked #46.

Sequoia Financial Advisors first reported a position in V in Q2 2015 and has held it in 45 quarters since. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sequoia Financial Advisors held 277,453 shares of Visa worth $95.2M as of Q2 2026.
  • Sequoia Financial Advisors bought 11,666 Visa shares in Q2 2026, an estimated $3.75M.
  • Visa made up 0.47% of Sequoia Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Sequoia Financial Advisors first reported a position in Visa in Q2 2015 and has held it in 45 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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