SWM
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Stonebridge Wealth Management’s Visa V Stock Holding History

Stonebridge Wealth Management’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 		$204K Buy
+595
New +$191K 0.18% 36
2026
Q1 		– Sell
-595
Closed -$209K – 38
2025
Q4 		$209K Hold
595
– – 0.2% 36
2025
Q3 		$203K Buy
+595
New +$206K 0.17% 34

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonebridge Wealth Management's V Position: Q2 2026 in Review

Stonebridge Wealth Management opened a new position in Visa (V) in Q2 2026: 595 shares worth $204K. The stake represents 0.18% of the portfolio and ranks #36 among its holdings. This is a return to the name: Stonebridge Wealth Management previously reported a position in V as recently as Q4 2025.

Stonebridge Wealth Management first reported a position in V in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stonebridge Wealth Management held 595 shares of Visa worth $204K as of Q2 2026.
  • Visa was a new Stonebridge Wealth Management position in Q2 2026.
  • Visa made up 0.18% of Stonebridge Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Stonebridge Wealth Management first reported a position in Visa in Q3 2025 and has held it in 3 quarters since.
  • Stonebridge Wealth Management's Visa position peaked at $209K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.