Sterling Financial Group’s Visa V Stock Holding History

Sterling Financial Group’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 Q3	$441K	Sell	1,293 -103	-7%	-$35.6K	0.14%	55
2025 Q2	$496K	Hold	1,396	–	–	0.17%	44
2025 Q1	$489K	Buy	1,396 +330	+31%	+$112K	0.18%	41
2024 Q4	$337K	Buy	1,066 +43	+4%	+$12.9K	0.13%	55
2024 Q3	$281K	Hold	1,023	–	–	0.12%	56
2024 Q2	$269K	Hold	1,023	–	–	0.12%	55
2024 Q1	$285K	Sell	1,023 -22	-2%	-$6.07K	0.14%	53
2023 Q4	$272K	Buy	1,045 +50	+5%	+$12.3K	0.16%	56
2023 Q3	$229K	Hold	995	–	–	0.14%	56
2023 Q2	$236K	Buy	995 +4	+0.4%	+$915	0.16%	55
2023 Q1	$206K	Hold	991	–	–	0.16%	49
2022 Q4	$206K	Buy	+991	New	+$200K	0.16%	49

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Financial Group's V Position: Q3 2025 in Review

Sterling Financial Group reduced its Visa (V) stake by 7.4% in Q3 2025, selling an estimated $35.6K and leaving 1,293 shares worth $441K. The position accounts for 0.14% of the portfolio, ranked #55.

Sterling Financial Group first reported a position in V in Q4 2022 and has held it in 12 quarters since. The position peaked at $496K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Sterling Financial Group held 1,293 shares of Visa worth $441K as of Q3 2025.
Sterling Financial Group sold 103 Visa shares in Q3 2025, an estimated $35.6K.
Visa made up 0.14% of Sterling Financial Group's portfolio in Q3 2025, its #55 holding.
Sterling Financial Group first reported a position in Visa in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Visa position peaked at $496K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.