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Southern Financial Group’s Visa V Stock Holding History

Southern 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 		$292K Sell
851
-8
-0.9% -$2.57K 0.07% 66
2026
Q1 		$260K Buy
859
+26
+3% +$8.36K 0.07% 69
2025
Q4 		$292K Buy
+833
New +$284K 0.08% 62

Other funds holding V

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Southern Financial Group's V Position: Q2 2026 in Review

Southern Financial Group reduced its Visa (V) stake by 0.93% in Q2 2026, selling an estimated $2.57K and leaving 851 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #66.

Southern Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,620 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Southern Financial Group held 851 shares of Visa worth $292K as of Q2 2026.
  • Southern Financial Group sold 8 Visa shares in Q2 2026, an estimated $2.57K.
  • Visa made up 0.07% of Southern Financial Group's portfolio in Q2 2026, its #66 holding.
  • Southern Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.