SF
V icon

Sun Financial’s Visa V Stock Holding History

Sun Financial’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 		$525K Sell
1,452
-59
-4% -$18.9K 0.25% 96
2026
Q1 		$487K Sell
1,511
-98
-6% -$31.5K 0.24% 93
2025
Q4 		$564K Buy
+1,609
New +$548K 0.31% 85

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 $3.38T AUM 44.17% 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

Sun Financial's V Position: Q2 2026 in Review

Sun Financial reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $18.9K and leaving 1,452 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #96.

Sun Financial first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q4 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sun Financial held 1,452 shares of Visa worth $525K as of Q2 2026.
  • Sun Financial sold 59 Visa shares in Q2 2026, an estimated $18.9K.
  • Visa made up 0.25% of Sun Financial's portfolio in Q2 2026, its #96 holding.
  • Sun Financial first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Visa position peaked at $564K in Q4 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.