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Sovereign Investment Advisors’s Visa V Stock Holding History

Sovereign Investment Advisors’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 		$267K Buy
+777
New +$249K 0.05% 88
2025
Q1 		– Sell
-1,343
Closed -$424K – 90
2024
Q4 		$424K Buy
+1,343
New +$404K 0.13% 52

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 $3.38T AUM 44.17% 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

Sovereign Investment Advisors's V Position: Q2 2026 in Review

Sovereign Investment Advisors opened a new position in Visa (V) in Q2 2026: 777 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings. This is a return to the name: Sovereign Investment Advisors previously reported a position in V as recently as Q4 2024.

Sovereign Investment Advisors first reported a position in V in Q4 2024 and has held it in 2 quarters since. The position peaked at $424K in Q4 2024. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sovereign Investment Advisors held 777 shares of Visa worth $267K as of Q2 2026.
  • Visa was a new Sovereign Investment Advisors position in Q2 2026.
  • Visa made up 0.05% of Sovereign Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Sovereign Investment Advisors first reported a position in Visa in Q4 2024 and has held it in 2 quarters since.
  • Sovereign Investment Advisors's Visa position peaked at $424K in Q4 2024.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.