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Sonora Investment Management Group’s Visa V Stock Holding History

Sonora Investment Management 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
2025
Q3 		$18.2M Sell
53,413
-515
-1% -$178K 1.29% 23
2025
Q2 		$19.1M Buy
53,928
+167
+0.3% +$58.2K 1.42% 21
2025
Q1 		$18.8M Buy
53,761
+1,926
+4% +$652K 1.49% 19
2024
Q4 		$16.4M Buy
51,835
+648
+1% +$195K 1.26% 24
2024
Q3 		$14.1M Buy
51,187
+1,360
+3% +$368K 1.04% 30
2024
Q2 		$13.9M Hold
49,827
– – 1.09% 29
2024
Q1 		$13.9M Buy
49,827
+2,013
+4% +$556K 1.09% 29
2023
Q4 		$12.4M Buy
47,814
+2,823
+6% +$696K 1.01% 36
2023
Q3 		$10.3M Buy
44,991
+597
+1% +$144K 0.89% 42
2023
Q2 		$10.5M Buy
44,394
+1,032
+2% +$236K 0.88% 41
2023
Q1 		$9.78M Buy
43,362
+266
+0.6% +$59.2K 0.85% 40
2022
Q4 		$8.95M Buy
43,096
+1,463
+4% +$295K 0.82% 44
2022
Q3 		$8.2M Buy
41,633
+22
+0.1% +$4.48K 1.05% 34
2022
Q2 		$8.19M Buy
41,611
+2,487
+6% +$514K 0.78% 48
2022
Q1 		$8.68M Buy
39,124
+2,969
+8% +$642K 0.98% 36
2021
Q4 		$7.83M Buy
+36,155
New +$7.76M 0.91% 42

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management Group's V Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Visa (V) stake by 0.95% in Q3 2025, selling an estimated $178K and leaving 53,413 shares worth $18.2M. The position accounts for 1.29% of the portfolio, ranked #23.

Sonora Investment Management Group first reported a position in V in Q4 2021 and has held it in 16 quarters since. The position peaked at $19.1M in Q2 2025. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Sonora Investment Management Group held 53,413 shares of Visa worth $18.2M as of Q3 2025.
  • Sonora Investment Management Group sold 515 Visa shares in Q3 2025, an estimated $178K.
  • Visa made up 1.29% of Sonora Investment Management Group's portfolio in Q3 2025, its #23 holding.
  • Sonora Investment Management Group first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Visa position peaked at $19.1M in Q2 2025.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.