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SFG Wealth Management’s Visa V Stock Holding History

SFG 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
Q1 		– Sell
-991
Closed -$348K – 130
2025
Q4 		$348K Hold
991
– – 0.14% 100
2025
Q3 		$338K Buy
991
+5
+0.5% +$1.73K 0.15% 101
2025
Q2 		$350K Sell
986
-94
-9% -$32.8K 0.21% 61
2025
Q1 		$379K Sell
1,080
-402
-27% -$136K 0.18% 89
2024
Q4 		$468K Sell
1,482
-19,593
-93% -$5.89M 0.25% 58
2024
Q3 		$5.79M Sell
21,075
-499
-2% -$135K 3.07% 8
2024
Q2 		$5.66M Hold
21,574
– – 3.23% 8
2024
Q1 		$6.02M Buy
21,574
+139
+0.6% +$38.4K 3.57% 8
2023
Q4 		$5.58M Hold
21,435
– – 3.71% 7
2023
Q3 		$4.93M Hold
21,435
– – 3.92% 6
2023
Q2 		$5.09M Buy
21,435
+360
+2% +$82.4K 4.27% 4
2023
Q1 		$4.75M Buy
21,075
+101
+0.5% +$22.5K 5.26% 4
2022
Q4 		$4.36M Buy
20,974
+460
+2% +$92.8K 5.38% 4
2022
Q3 		$3.64M Sell
20,514
-10
-0% -$2.04K 4.93% 4
2022
Q2 		$4.04M Sell
20,524
-5
-0% -$1.03K 4.71% 3
2022
Q1 		$4.55M Sell
20,529
-11
-0.1% -$2.38K 4.27% 4
2021
Q4 		$4.45M Buy
+20,540
New +$4.41M 3.96% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

SFG Wealth Management's V Position: Q1 2026 in Review

SFG Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 991 shares — an estimated $348K sold.

SFG Wealth Management first reported a position in V in Q4 2021 and held it in 17 quarters. The position peaked at $6.02M in Q1 2024. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • SFG Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 991 Visa shares in Q1 2026, an estimated $348K.
  • SFG Wealth Management first reported a position in Visa in Q4 2021 and held it in 17 quarters.
  • SFG Wealth Management's Visa position peaked at $6.02M in Q1 2024.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.