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SGL Investment Advisors’s Visa V Stock Holding History

SGL Investment 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 		$948K Buy
2,624
+359
+16% +$115K 0.33% 64
2026
Q1 		$734K Buy
2,265
+24
+1% +$7.72K 0.28% 73
2025
Q4 		$738K Buy
2,241
+78
+4% +$26.6K 0.3% 74
2025
Q3 		$729K Buy
2,163
+1,113
+106% +$385K 0.3% 68
2025
Q2 		$372K Buy
1,050
+257
+32% +$89.6K 0.18% 90
2025
Q1 		$279K Buy
793
+22
+3% +$7.44K 0.14% 101
2024
Q4 		$271K Buy
771
+96
+14% +$28.9K 0.14% 90
2024
Q3 		$208K Buy
+675
New +$182K 0.11% 102

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

SGL Investment Advisors's V Position: Q2 2026 in Review

SGL Investment Advisors increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $115K and bringing the position to 2,624 shares worth $948K. The position accounts for 0.33% of the portfolio, ranked #64.

SGL Investment Advisors first reported a position in V in Q3 2024 and has held it in 8 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SGL Investment Advisors held 2,624 shares of Visa worth $948K as of Q2 2026.
  • SGL Investment Advisors bought 359 Visa shares in Q2 2026, an estimated $115K.
  • Visa made up 0.33% of SGL Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • SGL Investment Advisors first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.