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SFMG Wealth Advisors’s Visa V Stock Holding History

SFMG Wealth 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 		$68.6K Buy
+200
New +$64.2K ﹤0.01% 335

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

SFMG Wealth Advisors's V Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $88K and bringing the position to 22,188 shares worth $7.61M. The position accounts for 0.46% of the portfolio, ranked #27.

SFMG Wealth Advisors first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.77M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SFMG Wealth Advisors held 22,188 shares of Visa worth $7.61M as of Q2 2026.
  • SFMG Wealth Advisors bought 274 Visa shares in Q2 2026, an estimated $88K.
  • Visa made up 0.46% of SFMG Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • SFMG Wealth Advisors first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • SFMG Wealth Advisors's Visa position peaked at $7.77M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.