SSA
V icon

SSA Swiss Advisors’s Visa V Stock Holding History

SSA Swiss 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
2025
Q4 		$3.72M Sell
10,541
-148
-1% -$50.4K 1.73% 20
2025
Q3 		$3.65M Hold
10,689
– – 1.69% 19
2025
Q2 		$3.78M Sell
10,689
-1,570
-13% -$547K 1.82% 20
2025
Q1 		$4.29M Buy
+12,259
New +$4.15M 2.2% 8

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSA Swiss Advisors's V Position: Q4 2025 in Review

SSA Swiss Advisors reduced its Visa (V) stake by 1.4% in Q4 2025, selling an estimated $50.4K and leaving 10,541 shares worth $3.72M. The position accounts for 1.73% of the portfolio, ranked #20.

SSA Swiss Advisors first reported a position in V in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.29M in Q1 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • SSA Swiss Advisors held 10,541 shares of Visa worth $3.72M as of Q4 2025.
  • SSA Swiss Advisors sold 148 Visa shares in Q4 2025, an estimated $50.4K.
  • Visa made up 1.73% of SSA Swiss Advisors's portfolio in Q4 2025, its #20 holding.
  • SSA Swiss Advisors first reported a position in Visa in Q1 2025 and has held it in 4 quarters since.
  • SSA Swiss Advisors's Visa position peaked at $4.29M in Q1 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.