SEIA
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Signature Estate & Investment Advisors’s Visa V Stock Holding History

Signature Estate & 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 		$1.45M Sell
4,207
-79
-2% -$25.4K 0.03% 210
2026
Q1 		$1.3M Buy
4,286
+54
+1% +$17.4K 0.03% 232
2025
Q4 		$1.48M Buy
4,232
+209
+5% +$71.2K 0.03% 204
2025
Q3 		$1.37M Buy
4,023
+48
+1% +$16.6K 0.03% 202
2025
Q2 		$1.41M Sell
3,975
-455
-10% -$159K 0.03% 192
2025
Q1 		$1.55M Sell
4,430
-77
-2% -$26.1K 0.04% 171
2024
Q4 		$1.42M Buy
4,507
+191
+4% +$57.4K 0.04% 176
2024
Q3 		$1.19M Sell
4,316
-91
-2% -$24.6K 0.03% 179
2024
Q2 		$1.16M Buy
4,407
+2,659
+152% +$729K 0.03% 174
2024
Q1 		$488K Buy
1,748
+7
+0.4% +$1.93K 0.01% 119
2023
Q4 		$454K Buy
1,741
+10
+0.6% +$2.46K 0.01% 129
2023
Q3 		$398K Sell
1,731
-38
-2% -$9.13K 0.01% 131
2023
Q2 		$420K Buy
1,769
+27
+2% +$6.18K 0.01% 132
2023
Q1 		$393K Sell
1,742
-37
-2% -$8.24K 0.01% 130
2022
Q4 		$369K Sell
1,779
-6
-0.3% -$1.21K 0.01% 136
2022
Q3 		$318K Sell
1,785
-66
-4% -$13.4K 0.02% 132
2022
Q2 		$364K Sell
1,851
-290
-14% -$59.9K 0.02% 126
2022
Q1 		$475K Sell
2,141
-273
-11% -$59K 0.02% 111
2021
Q4 		$523K Buy
2,414
+365
+18% +$78.4K 0.02% 113
2021
Q3 		$456K Sell
2,049
-150
-7% -$35.2K 0.02% 118
2021
Q2 		$514K Buy
2,199
+72
+3% +$16.5K 0.02% 113
2021
Q1 		$450K Buy
2,127
+384
+22% +$80.8K 0.02% 120
2020
Q4 		$381K Buy
1,743
+101
+6% +$20.7K 0.02% 121
2020
Q3 		$328K Buy
1,642
+62
+4% +$12.4K 0.02% 123
2020
Q2 		$306K Buy
1,580
+278
+21% +$50.8K 0.02% 120
2020
Q1 		$210K Buy
1,302
+2
+0.2% +$377 0.02% 123
2019
Q4 		$244K Sell
1,300
-1,139
-47% -$205K 0.01% 147
2019
Q3 		$419K Sell
2,439
-327
-12% -$58.2K 0.03% 115
2019
Q2 		$480K Sell
2,766
-55
-2% -$9.01K 0.03% 114
2019
Q1 		$441K Sell
2,821
-220
-7% -$31.7K 0.03% 120
2018
Q4 		$401K Buy
3,041
+49
+2% +$6.77K 0.04% 118
2018
Q3 		$449K Buy
2,992
+1,635
+120% +$232K 0.04% 103
2018
Q2 		$180K Buy
1,357
+365
+37% +$47K 0.02% 134
2018
Q1 		$119K Sell
992
-788
-44% -$95.5K 0.01% 142
2017
Q4 		$203K Buy
1,780
+18
+1% +$1.99K 0.02% 135
2017
Q3 		$185K Buy
1,762
+75
+4% +$7.61K 0.02% 130
2017
Q2 		$158K Sell
1,687
-1,380
-45% -$128K 0.02% 129
2017
Q1 		$273K Buy
3,067
+1,384
+82% +$119K 0.03% 126
2016
Q4 		$131K Hold
1,683
– – 0.02% 140
2016
Q3 		$139K Sell
1,683
-185
-10% -$14.8K 0.02% 137
2016
Q2 		$139K Buy
+1,868
New +$146K 0.02% 146

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Signature Estate & Investment Advisors's V Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $25.4K and leaving 4,207 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #210.

Signature Estate & Investment Advisors first reported a position in V in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.55M in Q1 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Signature Estate & Investment Advisors held 4,207 shares of Visa worth $1.45M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 79 Visa shares in Q2 2026, an estimated $25.4K.
  • Visa made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • Signature Estate & Investment Advisors first reported a position in Visa in Q2 2016 and has held it in 41 quarters since.
  • Signature Estate & Investment Advisors's Visa position peaked at $1.55M in Q1 2025.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.