SGCA
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Steel Grove Capital Advisors’s Visa V Stock Holding History

Steel Grove Capital 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 		$1.06M Buy
3,093
+415
+15% +$133K 0.1% 106
2026
Q1 		$809K Buy
2,678
+135
+5% +$43.4K 0.09% 115
2025
Q4 		$892K Buy
2,543
+337
+15% +$115K 0.09% 98
2025
Q3 		$783K Hold
2,206
– – 0.09% 106
2025
Q2 		$783K Buy
2,206
+205
+10% +$71.5K 0.09% 107
2025
Q1 		$701K Sell
2,001
-79
-4% -$26.7K 0.11% 98
2024
Q4 		$657K Sell
2,080
-495
-19% -$149K 0.09% 99
2024
Q3 		$708K Buy
2,575
+93
+4% +$25.1K 0.1% 99
2024
Q2 		$651K Sell
2,482
-807
-25% -$221K 0.09% 101
2024
Q1 		$918K Buy
3,289
+372
+13% +$103K 0.12% 91
2023
Q4 		$759K Sell
2,917
-1,029
-26% -$254K 0.1% 82
2023
Q3 		$908K Sell
3,946
-8
-0.2% -$1.92K 0.12% 92
2023
Q2 		$939K Sell
3,954
-552
-12% -$126K 0.12% 90
2023
Q1 		$1.02M Buy
4,506
+1
+0% +$223 0.14% 88
2022
Q4 		$936K Sell
4,505
-37
-0.8% -$7.46K 0.13% 85
2022
Q3 		$807K Buy
4,542
+265
+6% +$53.9K 0.14% 80
2022
Q2 		$842K Buy
4,277
+568
+15% +$117K 0.15% 76
2022
Q1 		$822K Buy
3,709
+314
+9% +$67.9K 0.13% 79
2021
Q4 		$736K Buy
3,395
+141
+4% +$30.3K 0.15% 70
2021
Q3 		$725K Buy
3,254
+43
+1% +$10.1K 0.16% 76
2021
Q2 		$751K Buy
3,211
+855
+36% +$195K 0.21% 78
2021
Q1 		$499K Buy
2,356
+1,034
+78% +$218K 0.16% 89
2020
Q4 		$289K Buy
1,322
+130
+11% +$26.6K 0.09% 109
2020
Q3 		$238K Buy
+1,192
New +$238K 0.1% 99
2020
Q2 		– Sell
-1,288
Closed -$208K – 118
2020
Q1 		$208K Buy
1,288
+3
+0.2% +$565 0.14% 90
2019
Q4 		$241K Sell
1,285
-67
-5% -$12.1K 0.13% 106
2019
Q3 		$233K Hold
1,352
– – 0.14% 107
2019
Q2 		$235K Sell
1,352
-812
-38% -$133K 0.15% 103
2019
Q1 		$338K Sell
2,164
-20,471
-90% -$2.95M 0.22% 94
2018
Q4 		$2.99M Hold
22,635
– – 0.42% 75
2018
Q3 		$3.4M Sell
22,635
-1,738
-7% -$247K 0.47% 67
2018
Q2 		$3.23M Buy
24,373
+72
+0.3% +$9.27K 0.52% 66
2018
Q1 		$2.91M Sell
24,301
-130
-0.5% -$15.8K 0.46% 66
2017
Q4 		$2.79M Sell
24,431
-4,720
-16% -$521K 0.42% 62
2017
Q3 		$3.07M Buy
29,151
+1,582
+6% +$160K 0.55% 59
2017
Q2 		$2.58M Sell
27,569
-5,092
-16% -$473K 0.46% 61
2017
Q1 		$2.9M Buy
32,661
+724
+2% +$62.3K 0.51% 62
2016
Q4 		$2.49M Buy
31,937
+13,205
+70% +$1.06M 0.5% 63
2016
Q3 		$1.55M Hold
18,732
– – 0.35% 66
2016
Q2 		$1.39M Hold
18,732
– – 0.34% 63
2016
Q1 		$1.43M Sell
18,732
-581
-3% -$42.2K 0.36% 64
2015
Q4 		$1.5M Sell
19,313
-1,659
-8% -$129K 0.37% 71
2015
Q3 		$1.46M Buy
20,972
+3,620
+21% +$258K 0.36% 66
2015
Q2 		$1.17M Buy
17,352
+1,664
+11% +$113K 0.26% 69
2015
Q1 		$1.03M Buy
+15,688
New +$1.04M 0.23% 73

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

Steel Grove Capital Advisors's V Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 3,093 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #106.

Steel Grove Capital Advisors first reported a position in V in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.4M in Q3 2018. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Steel Grove Capital Advisors held 3,093 shares of Visa worth $1.06M as of Q2 2026.
  • Steel Grove Capital Advisors bought 415 Visa shares in Q2 2026, an estimated $133K.
  • Visa made up 0.1% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Steel Grove Capital Advisors first reported a position in Visa in Q1 2015 and has held it in 45 quarters since.
  • Steel Grove Capital Advisors's Visa position peaked at $3.4M in Q3 2018.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.