SEP
V icon

Southland Equity Partners’s Visa V Stock Holding History

Southland Equity Partners’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 		$274K Buy
800
+25
+3% +$8.03K 0.05% 251
2026
Q1 		$234K Buy
775
+55
+8% +$17.7K 0.05% 239
2025
Q4 		$252K Sell
720
-36
-5% -$12.3K 0.05% 220
2025
Q3 		$258K Buy
756
+46
+6% +$15.9K 0.05% 204
2025
Q2 		$252K Sell
710
-70
-9% -$24.4K 0.06% 198
2025
Q1 		$273K Buy
780
+105
+16% +$35.5K 0.06% 184
2024
Q4 		$213K Buy
+675
New +$203K 0.05% 214

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

Southland Equity Partners's V Position: Q2 2026 in Review

Southland Equity Partners increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $8.03K and bringing the position to 800 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #251.

Southland Equity Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Southland Equity Partners held 800 shares of Visa worth $274K as of Q2 2026.
  • Southland Equity Partners bought 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #251 holding.
  • Southland Equity Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.