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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sun Financial's V Position: Q1 2026 in Review

Sun Financial reduced its Visa (V) stake by 6.1% in Q1 2026, selling an estimated $31.5K and leaving 1,511 shares worth $487K. The position accounts for 0.24% of the portfolio, ranked #93.

Sun Financial first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $564K in Q4 2025. 4,460 funds tracked by Wall St. Rank hold V as of Q1 2026.

Sun Financial held 1,511 shares of Visa worth $487K as of Q1 2026.
Sun Financial sold 98 Visa shares in Q1 2026, an estimated $31.5K.
Visa made up 0.24% of Sun Financial's portfolio in Q1 2026, its #93 holding.
Sun Financial first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
Sun Financial's Visa position peaked at $564K in Q4 2025.
4,460 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.