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SFM LLC’s Visa V Stock Holding History

SFM LLC’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 		$1.89M Sell
5,509
-1,712
-24% -$550K 0.97% 28
2026
Q1 		$2.18M Buy
7,221
+132
+2% +$42.4K 1.32% 20
2025
Q4 		$2.49M Sell
7,089
-124
-2% -$42.2K 1.46% 20
2025
Q3 		$2.46M Buy
7,213
+242
+3% +$83.8K 1.43% 18
2025
Q2 		$2.48M Sell
6,971
-73
-1% -$25.4K 1.59% 17
2025
Q1 		$2.47M Sell
7,044
-58
-0.8% -$19.6K 1.81% 14
2024
Q4 		$2.24M Buy
7,102
+63
+0.9% +$18.9K 1.58% 18
2024
Q3 		$1.94M Hold
7,039
– – 1.45% 19
2024
Q2 		$1.85M Buy
7,039
+12
+0.2% +$3.29K 1.39% 18
2024
Q1 		$1.96M Sell
7,027
-348
-5% -$96.1K 1.5% 17
2023
Q4 		$1.92M Buy
+7,375
New +$1.82M 1.59% 17

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFM LLC's V Position: Q2 2026 in Review

SFM LLC reduced its Visa (V) stake by 24% in Q2 2026, selling an estimated $550K and leaving 5,509 shares worth $1.89M. The position accounts for 0.97% of the portfolio, ranked #28.

SFM LLC first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SFM LLC held 5,509 shares of Visa worth $1.89M as of Q2 2026.
  • SFM LLC sold 1,712 Visa shares in Q2 2026, an estimated $550K.
  • Visa made up 0.97% of SFM LLC's portfolio in Q2 2026, its #28 holding.
  • SFM LLC first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • SFM LLC's Visa position peaked at $2.49M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.