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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
Q3 		$560K Sell
1,559
-363
-19% -$133K 0.26% 67
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sunbeam Capital Management's V Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Visa (V) stake by 19% in Q3 2026, selling an estimated $133K and leaving 1,559 shares worth $560K. The position accounts for 0.26% of the portfolio, ranked #67.

Sunbeam Capital Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $659K in Q2 2026. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Sunbeam Capital Management held 1,559 shares of Visa worth $560K as of Q3 2026.
  • Sunbeam Capital Management sold 363 Visa shares in Q3 2026, an estimated $133K.
  • Visa made up 0.26% of Sunbeam Capital Management's portfolio in Q3 2026, its #67 holding.
  • Sunbeam Capital Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Sunbeam Capital Management's Visa position peaked at $659K in Q2 2026.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.