Spirit of America Management Corp’s Visa V Stock Holding History

Spirit of America Management Corp’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	$2.56M	Hold	7,450	–	–	0.48%	61
2026 Q1	$2.25M	Hold	7,450	–	–	0.44%	63
2025 Q4	$2.61M	Sell	7,450 -100	-1%	-$34.1K	0.55%	49
2025 Q3	$2.58M	Hold	7,550	–	–	0.52%	52
2025 Q2	$2.68M	Hold	7,550	–	–	0.56%	48
2025 Q1	$2.65M	Hold	7,550	–	–	0.54%	51
2024 Q4	$2.39M	Hold	7,550	–	–	0.48%	52
2024 Q3	$2.08M	Buy	7,550 +100	+1%	+$27K	0.41%	59
2024 Q2	$1.96M	Hold	7,450	–	–	0.4%	65
2024 Q1	$2.08M	Hold	7,450	–	–	0.42%	64
2023 Q4	$1.94M	Buy	7,450 +300	+4%	+$73.9K	0.43%	56
2023 Q3	$1.64M	Hold	7,150	–	–	0.37%	61
2023 Q2	$1.7M	Hold	7,150	–	–	0.38%	63
2023 Q1	$1.61M	Sell	7,150 -350	-5%	-$77.9K	0.36%	71
2022 Q4	$1.56M	Hold	7,500	–	–	0.35%	73
2022 Q3	$1.33M	Hold	7,500	–	–	0.32%	79
2022 Q2	$1.48M	Hold	7,500	–	–	0.34%	80
2022 Q1	$1.66M	Sell	7,500 -1,900	-20%	-$411K	0.33%	84
2021 Q4	$2.04M	Sell	9,400 -4,200	-31%	-$902K	0.41%	74
2021 Q3	$3.03M	Sell	13,600 -900	-6%	-$211K	0.65%	43
2021 Q2	$3.39M	Hold	14,500	–	–	0.72%	37
2021 Q1	$3.07M	Sell	14,500 -3,050	-17%	-$642K	0.73%	42
2020 Q4	$3.84M	Sell	17,550 -500	-3%	-$102K	0.96%	31
2020 Q3	$3.61M	Hold	18,050	–	–	0.98%	29
2020 Q2	$3.49M	Hold	18,050	–	–	0.89%	32
2020 Q1	$2.91M	Buy	18,050 +250	+1%	+$47.1K	0.94%	28
2019 Q4	$3.35M	Hold	17,800	–	–	0.58%	44
2019 Q3	$3.06M	Hold	17,800	–	–	0.5%	51
2019 Q2	$3.09M	Sell	17,800 -700	-4%	-$115K	0.46%	49
2019 Q1	$2.89M	Hold	18,500	–	–	0.42%	52
2018 Q4	$2.44M	Hold	18,500	–	–	0.39%	57
2018 Q3	$2.78M	Sell	18,500 -700	-4%	-$99.5K	0.35%	61
2018 Q2	$2.54M	Hold	19,200	–	–	0.31%	66
2018 Q1	$2.3M	Hold	19,200	–	–	0.3%	71
2017 Q4	$2.19M	Hold	19,200	–	–	0.24%	85
2017 Q3	$2.02M	Sell	19,200 -700	-4%	-$71K	0.21%	89
2017 Q2	$1.87M	Buy	19,900 +1,100	+6%	+$102K	0.2%	95
2017 Q1	$1.67M	Hold	18,800	–	–	0.18%	101
2016 Q4	$1.47M	Hold	18,800	–	–	0.17%	104
2016 Q3	$1.55M	Hold	18,800	–	–	0.2%	97
2016 Q2	$1.39M	Sell	18,800 -1,300	-6%	-$102K	0.2%	93
2016 Q1	$1.54M	Hold	20,100	–	–	0.27%	84
2015 Q4	$1.56M	Buy	20,100 +1,300	+7%	+$101K	0.3%	80
2015 Q3	$1.31M	Buy	18,800 +1,400	+8%	+$99.9K	0.27%	81
2015 Q2	$1.17M	Buy	17,400 +4,000	+30%	+$271K	0.23%	93
2015 Q1	$876K	Hold	13,400	–	–	0.19%	124
2014 Q4	$878K	Hold	13,400	–	–	0.22%	123
2014 Q3	$715K	Hold	13,400	–	–	0.22%	141
2014 Q2	$706K	Hold	13,400	–	–	0.28%	118
2014 Q1	$723K	Buy	+13,400	New	+$745K	0.3%	112
2013 Q4	–	Sell	-13,400	Closed	-$640K	–	186
2013 Q3	$640K	Hold	13,400	–	–	0.24%	134
2013 Q2	$612K	Buy	+13,400	New	+$586K	0.22%	137

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Spirit of America Management Corp's V Position: Q2 2026 in Review

Spirit of America Management Corp held its Visa (V) position steady in Q2 2026 at 7,450 shares worth $2.56M. The position accounts for 0.48% of the portfolio, ranked #61.

Spirit of America Management Corp first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.84M in Q4 2020. 3,281 funds tracked by Wall St. Rank hold V as of Q2 2026.

Spirit of America Management Corp held 7,450 shares of Visa worth $2.56M as of Q2 2026.
Spirit of America Management Corp left its Visa share count unchanged in Q2 2026.
Visa made up 0.48% of Spirit of America Management Corp's portfolio in Q2 2026, its #61 holding.
Spirit of America Management Corp first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Visa position peaked at $3.84M in Q4 2020.
3,281 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.