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Sovereign Financial Group’s Visa V Stock Holding History

Sovereign 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 		$1.87M Sell
5,456
-205
-4% -$65.8K 0.29% 61
2026
Q1 		$1.71M Sell
5,661
-23
-0.4% -$7.4K 0.3% 64
2025
Q4 		$1.99M Sell
5,684
-147
-3% -$50.1K 0.34% 51
2025
Q3 		$1.99M Buy
5,831
+53
+0.9% +$18.3K 0.37% 49
2025
Q2 		$2.05M Buy
5,778
+15
+0.3% +$5.23K 0.42% 36
2025
Q1 		$2.02M Sell
5,763
-774
-12% -$262K 0.47% 37
2024
Q4 		$2.07M Sell
6,537
-21
-0.3% -$6.32K 0.47% 35
2024
Q3 		$1.8M Sell
6,558
-24
-0.4% -$6.49K 0.42% 43
2024
Q2 		$1.73M Sell
6,582
-14
-0.2% -$3.84K 0.43% 42
2024
Q1 		$1.84M Buy
6,596
+799
+14% +$221K 0.49% 36
2023
Q4 		$1.51M Buy
5,797
+189
+3% +$46.6K 0.46% 38
2023
Q3 		$1.29M Sell
5,608
-586
-9% -$141K 0.46% 43
2023
Q2 		$1.47M Buy
6,194
+277
+5% +$63.4K 0.48% 48
2023
Q1 		$1.33M Sell
5,917
-1
-0% -$223 0.5% 53
2022
Q4 		$1.23M Buy
5,918
+411
+7% +$82.9K 0.48% 57
2022
Q3 		$978K Buy
5,507
+685
+14% +$139K 0.4% 60
2022
Q2 		$949K Hold
4,822
– – 0.37% 69
2022
Q1 		$1.07M Buy
4,822
+819
+20% +$177K 0.4% 69
2021
Q4 		$868K Buy
4,003
+460
+13% +$98.7K 0.35% 74
2021
Q3 		$789K Buy
3,543
+254
+8% +$59.6K 0.45% 53
2021
Q2 		$696K Hold
3,289
– – 0.42% 53
2021
Q1 		$696K Buy
3,289
+1,252
+61% +$264K 0.43% 51
2020
Q4 		$446K Buy
+2,037
New +$417K 0.32% 68

Other funds holding V

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
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 22.94% 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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sovereign Financial Group reduced its Visa (V) stake by 3.6% in Q2 2026, selling an estimated $65.8K and leaving 5,456 shares worth $1.87M. The position accounts for 0.29% of the portfolio, ranked #61.

Sovereign Financial Group first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q4 2024. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sovereign Financial Group held 5,456 shares of Visa worth $1.87M as of Q2 2026.
  • Sovereign Financial Group sold 205 Visa shares in Q2 2026, an estimated $65.8K.
  • Visa made up 0.29% of Sovereign Financial Group's portfolio in Q2 2026, its #61 holding.
  • Sovereign Financial Group first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Visa position peaked at $2.07M in Q4 2024.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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