Stonebridge Financial Group
V icon

Stonebridge Financial Group’s Visa V Stock Holding History

Stonebridge 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
2026
Q3 		$1.72M Sell
4,794
-13,001
-73% -$4.75M 0.21% 72
2026
Q2 		$6.1M Buy
+17,795
New +$5.71M 0.85% 29

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stonebridge Financial Group's V Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Visa (V) stake by 73% in Q3 2026, selling an estimated $4.75M and leaving 4,794 shares worth $1.72M. The position accounts for 0.21% of the portfolio, ranked #72.

Stonebridge Financial Group first reported a position in V in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.1M in Q2 2026. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Stonebridge Financial Group held 4,794 shares of Visa worth $1.72M as of Q3 2026.
  • Stonebridge Financial Group sold 13,001 Visa shares in Q3 2026, an estimated $4.75M.
  • Visa made up 0.21% of Stonebridge Financial Group's portfolio in Q3 2026, its #72 holding.
  • Stonebridge Financial Group first reported a position in Visa in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Visa position peaked at $6.1M in Q2 2026.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.