SFG
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SevenBridge Financial Group’s Visa V Stock Holding History

SevenBridge 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
Q1 		$5.05M Buy
16,208
+439
+3% +$141K 0.79% 43
2025
Q4 		$5.18M Buy
15,769
+91
+0.6% +$31K 0.83% 33
2025
Q3 		$5.31M Buy
15,678
+1,166
+8% +$404K 0.88% 30
2025
Q2 		$4.89M Buy
14,512
+729
+5% +$254K 0.86% 25
2025
Q1 		$4.9M Sell
13,783
-1,164
-8% -$394K 0.97% 24
2024
Q4 		$5.24M Buy
14,947
+914
+7% +$275K 0.99% 25
2024
Q3 		$4.36M Buy
14,033
+256
+2% +$69.2K 0.84% 33
2024
Q2 		$3.56M Buy
13,777
+458
+3% +$126K 0.79% 39
2024
Q1 		$3.58M Sell
13,319
-764
-5% -$211K 0.81% 36
2023
Q4 		$3.67M Buy
14,083
+215
+2% +$53K 0.87% 36
2023
Q3 		$3.19M Buy
13,868
+1,299
+10% +$312K 0.82% 37
2023
Q2 		$2.98M Buy
12,569
+12
+0.1% +$2.75K 0.77% 39
2023
Q1 		$2.83M Buy
12,557
+37
+0.3% +$8.24K 0.78% 41
2022
Q4 		$2.6M Buy
12,520
+461
+4% +$93K 0.76% 43
2022
Q3 		$2.14M Sell
12,059
-227
-2% -$46.2K 0.73% 41
2022
Q2 		$2.42M Sell
12,286
-378
-3% -$78.1K 0.98% 34
2022
Q1 		$2.81M Sell
12,664
-1,057
-8% -$229K 0.99% 30
2021
Q4 		$2.97M Sell
13,721
-614
-4% -$132K 0.9% 33
2021
Q3 		$3.19M Sell
14,335
-54
-0.4% -$12.7K 1.06% 28
2021
Q2 		$3.36M Buy
14,389
+612
+4% +$140K 1.1% 27
2021
Q1 		$2.92M Buy
13,777
+290
+2% +$61K 1.06% 28
2020
Q4 		$2.95M Buy
13,487
+742
+6% +$152K 1.15% 27
2020
Q3 		$2.55M Buy
12,745
+462
+4% +$92.3K 1.16% 26
2020
Q2 		$2.37M Sell
12,283
-57
-0.5% -$10.4K 1.18% 27
2020
Q1 		$1.99M Buy
12,340
+604
+5% +$114K 1.15% 28
2019
Q4 		$2.21M Sell
11,736
-11
-0.1% -$1.98K 0.58% 39
2019
Q3 		$2.02M Sell
11,747
-35
-0.3% -$6.23K 1.06% 35
2019
Q2 		$2.04M Buy
11,782
+50
+0.4% +$8.19K 0.73% 38
2019
Q1 		$1.83M Buy
11,732
+96
+0.8% +$13.8K 0.69% 41
2018
Q4 		$1.53M Sell
11,636
-36
-0.3% -$4.97K 0.94% 33
2018
Q3 		$1.75M Hold
11,672
– – 0.93% 38
2018
Q2 		$1.55M Hold
11,672
– – 0.86% 39
2018
Q1 		$1.4M Sell
11,672
-140
-1% -$17K 0.8% 40
2017
Q4 		$1.35M Sell
11,812
-4
-0% -$442 0.75% 41
2017
Q3 		$1.24M Buy
11,816
+440
+4% +$44.6K 0.71% 44
2017
Q2 		$1.07M Buy
11,376
+269
+2% +$25K 0.65% 46
2017
Q1 		$986K Buy
11,107
+5,916
+114% +$509K 0.65% 50
2016
Q4 		$425K Hold
5,191
– – 0.31% 79
2016
Q3 		$425K Sell
5,191
-582
-10% -$46.6K 0.31% 79
2016
Q2 		$428K Sell
5,773
-79,579
-93% -$6.23M 0.3% 83
2016
Q1 		$1.12M Buy
+85,352
New +$6.2M 0.1% 36

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SevenBridge Financial Group's V Position: Q1 2026 in Review

SevenBridge Financial Group increased its Visa (V) stake by 2.8% in Q1 2026, buying an estimated $141K and bringing the position to 16,208 shares worth $5.05M. The position accounts for 0.79% of the portfolio, ranked #43.

SevenBridge Financial Group first reported a position in V in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.31M in Q3 2025. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • SevenBridge Financial Group held 16,208 shares of Visa worth $5.05M as of Q1 2026.
  • SevenBridge Financial Group bought 439 Visa shares in Q1 2026, an estimated $141K.
  • Visa made up 0.79% of SevenBridge Financial Group's portfolio in Q1 2026, its #43 holding.
  • SevenBridge Financial Group first reported a position in Visa in Q1 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Visa position peaked at $5.31M in Q3 2025.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.