SFG
V icon

Sowa Financial Group’s Visa V Stock Holding History

Sowa 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 		$3.76M Sell
10,953
-1,016
-8% -$326K 1.75% 9
2026
Q1 		$3.62M Sell
11,969
-149
-1% -$47.9K 1.79% 9
2025
Q4 		$4.25M Sell
12,118
-180
-1% -$61.3K 2.21% 8
2025
Q3 		$4.2M Sell
12,298
-1,780
-13% -$616K 2.36% 8
2025
Q2 		$5M Sell
14,078
-104
-0.7% -$36.2K 3.12% 8
2025
Q1 		$4.97M Sell
14,182
-537
-4% -$182K 3.26% 7
2024
Q4 		$4.65M Sell
14,719
-749
-5% -$225K 2.91% 8
2024
Q3 		$4.25M Sell
15,468
-286
-2% -$77.3K 2.69% 12
2024
Q2 		$4.13M Sell
15,754
-564
-3% -$155K 3.13% 10
2024
Q1 		$4.25M Hold
16,318
– – 3.47% 8
2023
Q4 		$4.25M Sell
16,318
-156
-0.9% -$38.5K 3.47% 8
2023
Q3 		$3.79M Sell
16,474
-294
-2% -$70.7K 2.85% 10
2023
Q2 		$3.98M Sell
16,768
-193
-1% -$44.2K 2.73% 12
2023
Q1 		$3.82M Sell
16,961
-2,461
-13% -$548K 2.74% 12
2022
Q4 		$4.04M Buy
19,422
+35
+0.2% +$7.06K 3.01% 11
2022
Q3 		$3.44M Sell
19,387
-331
-2% -$67.4K 2.72% 12
2022
Q2 		$3.88M Sell
19,718
-294
-1% -$60.8K 2.96% 10
2022
Q1 		$4.44M Sell
20,012
-103
-0.5% -$22.3K 2.66% 10
2021
Q4 		$4.36M Sell
20,115
-4,944
-20% -$1.06M 2.55% 11
2021
Q3 		$5.58M Buy
25,059
+515
+2% +$121K 3.62% 7
2021
Q2 		$5.74M Sell
24,544
-81
-0.3% -$18.5K 4.25% 6
2021
Q1 		$5.21M Sell
24,625
-140
-0.6% -$29.5K 3.67% 7
2020
Q4 		$5.42M Buy
24,765
+100
+0.4% +$20.5K 3.65% 7
2020
Q3 		$4.93M Buy
24,665
+550
+2% +$110K 3.53% 7
2020
Q2 		$4.66M Buy
24,115
+850
+4% +$155K 3.52% 8
2020
Q1 		$3.75M Buy
23,265
+300
+1% +$56.5K 3.3% 9
2019
Q4 		$4.32M Buy
+22,965
New +$4.14M 3.51% 11

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

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

Sowa Financial Group reduced its Visa (V) stake by 8.5% in Q2 2026, selling an estimated $326K and leaving 10,953 shares worth $3.76M. The position accounts for 1.75% of the portfolio, ranked #9.

Sowa Financial Group first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.74M in Q2 2021. 4,515 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sowa Financial Group held 10,953 shares of Visa worth $3.76M as of Q2 2026.
  • Sowa Financial Group sold 1,016 Visa shares in Q2 2026, an estimated $326K.
  • Visa made up 1.75% of Sowa Financial Group's portfolio in Q2 2026, its #9 holding.
  • Sowa Financial Group first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Sowa Financial Group's Visa position peaked at $5.74M in Q2 2021.
  • 4,515 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.