SGFG
V icon

Silver Grove Financial Group’s Visa V Stock Holding History

Silver Grove Financial Group’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 		$781K Sell
2,278
-27
-1% -$8.67K 0.42% 51
2026
Q1 		$697K Sell
2,305
-81
-3% -$26K 0.56% 48
2025
Q4 		$836K Buy
2,386
+23
+1% +$7.84K 0.72% 37
2025
Q3 		$807K Buy
+2,363
New +$818K 0.77% 36

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

Silver Grove Financial Group's V Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $8.67K and leaving 2,278 shares worth $781K. The position accounts for 0.42% of the portfolio, ranked #51.

Silver Grove Financial Group first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $836K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Silver Grove Financial Group held 2,278 shares of Visa worth $781K as of Q2 2026.
  • Silver Grove Financial Group sold 27 Visa shares in Q2 2026, an estimated $8.67K.
  • Visa made up 0.42% of Silver Grove Financial Group's portfolio in Q2 2026, its #51 holding.
  • Silver Grove Financial Group first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's Visa position peaked at $836K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.