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Sunbeam Capital Management’s Visa V Stock Holding History

Sunbeam Capital 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 		$659K Buy
1,922
+84
+5% +$27K 0.3% 63
2026
Q1 		$556K Buy
1,838
+85
+5% +$27.3K 0.32% 64
2025
Q4 		$615K Buy
1,753
+42
+2% +$14.3K 0.36% 55
2025
Q3 		$584K Hold
1,711
– – 0.36% 50
2025
Q2 		$607K Buy
1,711
+157
+10% +$54.7K 0.46% 43
2025
Q1 		$544K Buy
1,554
+1
+0.1% +$338 0.52% 37
2024
Q4 		$491K Buy
+1,553
New +$467K 0.46% 41

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sunbeam Capital Management's V Position: Q2 2026 in Review

Sunbeam Capital Management increased its Visa (V) stake by 4.6% in Q2 2026, buying an estimated $27K and bringing the position to 1,922 shares worth $659K. The position accounts for 0.3% of the portfolio, ranked #63.

Sunbeam Capital Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sunbeam Capital Management held 1,922 shares of Visa worth $659K as of Q2 2026.
  • Sunbeam Capital Management bought 84 Visa shares in Q2 2026, an estimated $27K.
  • Visa made up 0.3% of Sunbeam Capital Management's portfolio in Q2 2026, its #63 holding.
  • Sunbeam Capital Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.