SEA
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Stegent Equity Advisors’s Visa V Stock Holding History

Stegent Equity 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
Q1 		– Sell
-1,103
Closed -$387K – 123
2025
Q4 		$387K Sell
1,103
-54
-5% -$18.4K 0.3% 81
2025
Q3 		$395K Sell
1,157
-106
-8% -$36.7K 0.32% 80
2025
Q2 		$448K Buy
1,263
+44
+4% +$15.3K 0.4% 80
2025
Q1 		$427K Sell
1,219
-98
-7% -$33.2K 0.43% 69
2024
Q4 		$416K Buy
1,317
+204
+18% +$61.3K 0.42% 59
2024
Q3 		$306K Sell
1,113
-147
-12% -$39.7K 0.34% 70
2024
Q2 		$331K Buy
1,260
+132
+12% +$36.2K 0.34% 56
2024
Q1 		$315K Buy
+1,128
New +$311K 0.32% 65

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Stegent Equity Advisors's V Position: Q1 2026 in Review

Stegent Equity Advisors sold out of Visa (V) in Q1 2026, closing a stake of 1,103 shares — an estimated $387K sold.

Stegent Equity Advisors first reported a position in V in Q1 2024 and held it in 8 quarters. The position peaked at $448K in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stegent Equity Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 1,103 Visa shares in Q1 2026, an estimated $387K.
  • Stegent Equity Advisors first reported a position in Visa in Q1 2024 and held it in 8 quarters.
  • Stegent Equity Advisors's Visa position peaked at $448K in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.