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Sovran Advisors’s Visa V Stock Holding History

Sovran 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 		$2.86M Buy
7,797
+95
+1% +$30.5K 0.21% 130
2026
Q1 		$2.54M Buy
7,702
+1,277
+20% +$411K 0.2% 124
2025
Q4 		$2.11M Buy
6,425
+359
+6% +$122K 0.18% 130
2025
Q3 		$2.09M Buy
6,066
+412
+7% +$143K 0.19% 128
2025
Q2 		$2M Buy
5,654
+784
+16% +$273K 0.21% 121
2025
Q1 		$1.61M Buy
4,870
+1,067
+28% +$361K 0.21% 116
2024
Q4 		$1.18M Buy
+3,803
New +$1.14M 0.17% 137

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

Sovran Advisors's V Position: Q2 2026 in Review

Sovran Advisors increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 7,797 shares worth $2.86M. The position accounts for 0.21% of the portfolio, ranked #130.

Sovran Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,294 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sovran Advisors held 7,797 shares of Visa worth $2.86M as of Q2 2026.
  • Sovran Advisors bought 95 Visa shares in Q2 2026, an estimated $30.5K.
  • Visa made up 0.21% of Sovran Advisors's portfolio in Q2 2026, its #130 holding.
  • Sovran Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.