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Stonebridge Financial Group (Missouri)’s Visa V Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$320K Sell
932
-4
-0.4% -$1.28K 0.21% 113
2026
Q1 		$283K Sell
936
-5
-0.5% -$1.61K 0.24% 115
2025
Q4 		$330K Buy
+941
New +$321K 0.29% 93

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

Stonebridge Financial Group (Missouri)'s V Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Visa (V) stake by 0.43% in Q2 2026, selling an estimated $1.28K and leaving 932 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #113.

Stonebridge Financial Group (Missouri) first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $330K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 932 shares of Visa worth $320K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 4 Visa shares in Q2 2026, an estimated $1.28K.
  • Visa made up 0.21% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #113 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Visa position peaked at $330K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.