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Stonebridge Financial Planning Group’s Visa V Stock Holding History

Stonebridge Financial Planning 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
Q2 		$2.51M Sell
7,314
-449
-6% -$144K 0.8% 35
2026
Q1 		$2.35M Sell
7,763
-235
-3% -$75.6K 0.86% 31
2025
Q4 		$2.81M Sell
7,998
-160
-2% -$54.5K 1.01% 24
2025
Q3 		$2.78M Sell
8,158
-252
-3% -$87.2K 1.05% 26
2025
Q2 		$2.99M Sell
8,410
-468
-5% -$163K 1.25% 19
2025
Q1 		$3.11M Sell
8,878
-235
-3% -$79.5K 1.42% 15
2024
Q4 		$2.88M Sell
9,113
-75
-0.8% -$22.6K 1.29% 18
2024
Q3 		$2.53M Sell
9,188
-80
-0.9% -$21.6K 1.2% 22
2024
Q2 		$2.43M Sell
9,268
-49
-0.5% -$13.4K 1.22% 19
2024
Q1 		$2.6M Sell
9,317
-12
-0.1% -$3.31K 1.37% 13
2023
Q4 		$2.43M Sell
9,329
-175
-2% -$43.1K 1.4% 15
2023
Q3 		$2.19M Sell
9,504
-100
-1% -$24K 1.4% 19
2023
Q2 		$2.28M Sell
9,604
-82
-0.8% -$18.8K 1.39% 22
2023
Q1 		$2.18M Sell
9,686
-132
-1% -$29.4K 1.41% 22
2022
Q4 		$2.04M Hold
9,818
– – 1.36% 19
2022
Q3 		$1.74M Sell
9,818
-270
-3% -$54.9K 1.22% 24
2022
Q2 		$1.99M Sell
10,088
-378
-4% -$78.1K 1.35% 20
2022
Q1 		$2.32M Sell
10,466
-187
-2% -$40.4K 1.3% 23
2021
Q4 		$2.43M Sell
10,653
-349
-3% -$74.9K 1.27% 23
2021
Q3 		$2.29M Sell
11,002
-240
-2% -$56.3K 1.12% 27
2021
Q2 		$2.67M Buy
11,242
+383
+4% +$87.6K 1.42% 21
2021
Q1 		$2.4M Sell
10,859
-660
-6% -$139K 1.41% 21
2020
Q4 		$2.52M Sell
11,519
-24
-0.2% -$4.91K 1.6% 18
2020
Q3 		$2.31M Buy
11,543
+401
+4% +$80.1K 1.66% 18
2020
Q2 		$2.18M Buy
11,142
+46
+0.4% +$8.4K 1.86% 17
2020
Q1 		$1.94M Sell
11,096
-431
-4% -$81.2K 1.93% 16
2019
Q4 		$2.17M Buy
+11,527
New +$2.08M 1.96% 17

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Stonebridge Financial Planning Group's V Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Visa (V) stake by 5.8% in Q2 2026, selling an estimated $144K and leaving 7,314 shares worth $2.51M. The position accounts for 0.8% of the portfolio, ranked #35.

Stonebridge Financial Planning Group first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.11M in Q1 2025. 2,295 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stonebridge Financial Planning Group held 7,314 shares of Visa worth $2.51M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 449 Visa shares in Q2 2026, an estimated $144K.
  • Visa made up 0.8% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #35 holding.
  • Stonebridge Financial Planning Group first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Visa position peaked at $3.11M in Q1 2025.
  • 2,295 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.