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

Stonebridge Financial Group (Pennsylvania)’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 		$803K Buy
2,339
+61
+3% +$19.6K 0.06% 139
2026
Q1 		$689K Buy
2,278
+167
+8% +$53.7K 0.06% 143
2025
Q4 		$740K Buy
2,111
+42
+2% +$14.3K 0.06% 135
2025
Q3 		$706K Buy
2,069
+39
+2% +$13.5K 0.06% 135
2025
Q2 		$721K Sell
2,030
-14
-0.7% -$4.88K 0.07% 130
2025
Q1 		$716K Buy
2,044
+64
+3% +$21.7K 0.08% 123
2024
Q4 		$626K Buy
+1,980
New +$595K 0.07% 135

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Stonebridge Financial Group (Pennsylvania) increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,339 shares worth $803K. The position accounts for 0.06% of the portfolio, ranked #139.

Stonebridge Financial Group (Pennsylvania) first reported a position in V in Q4 2024 and has held it in 7 quarters since. 3,944 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,339 shares of Visa worth $803K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 61 Visa shares in Q2 2026, an estimated $19.6K.
  • Visa made up 0.06% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #139 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 3,944 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.