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Stage Harbor Financial’s Visa V Stock Holding History

Stage Harbor Financial’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 		$369K Buy
1,076
+163
+18% +$52.3K 0.21% 50
2026
Q1 		$276K Sell
913
-62
-6% -$19.9K 0.18% 51
2025
Q4 		$342K Sell
975
-36
-4% -$12.3K 0.23% 45
2025
Q3 		$345K Sell
1,011
-79
-7% -$27.3K 0.25% 42
2025
Q2 		$387K Sell
1,090
-503
-32% -$175K 0.31% 36
2025
Q1 		$558K Buy
1,593
+55
+4% +$18.6K 0.47% 30
2024
Q4 		$486K Sell
1,538
-39
-2% -$11.7K 0.42% 31
2024
Q3 		$438K Sell
1,577
-188
-11% -$50.8K 0.4% 29
2024
Q2 		$463K Sell
1,765
-1
-0.1% -$274 0.45% 27
2024
Q1 		$493K Sell
1,766
-7
-0.4% -$1.93K 0.45% 27
2023
Q4 		$462K Buy
+1,773
New +$437K 0.44% 25

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

Stage Harbor Financial's V Position: Q2 2026 in Review

Stage Harbor Financial increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,076 shares worth $369K. The position accounts for 0.21% of the portfolio, ranked #50.

Stage Harbor Financial first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $558K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stage Harbor Financial held 1,076 shares of Visa worth $369K as of Q2 2026.
  • Stage Harbor Financial bought 163 Visa shares in Q2 2026, an estimated $52.3K.
  • Visa made up 0.21% of Stage Harbor Financial's portfolio in Q2 2026, its #50 holding.
  • Stage Harbor Financial first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's Visa position peaked at $558K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.