SFG
V icon

Sunburst Financial Group’s Visa V Stock Holding History

Sunburst Financial Group’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 		$1.2M Buy
3,487
+39
+1% +$12.5K 0.19% 49
2026
Q1 		$1.04M Buy
3,448
+180
+6% +$57.9K 0.19% 51
2025
Q4 		$1.15M Buy
3,268
+44
+1% +$15K 0.23% 46
2025
Q3 		$1.1M Buy
3,224
+108
+3% +$37.4K 0.23% 46
2025
Q2 		$1.11M Buy
3,116
+228
+8% +$79.5K 0.25% 44
2025
Q1 		$1.01M Buy
2,888
+280
+11% +$94.7K 0.25% 45
2024
Q4 		$824K Buy
2,608
+51
+2% +$15.3K 0.2% 52
2024
Q3 		$703K Buy
2,557
+128
+5% +$34.6K 0.18% 61
2024
Q2 		$638K Buy
2,429
+188
+8% +$51.5K 0.17% 60
2024
Q1 		$624K Buy
2,241
+41
+2% +$11.3K 0.18% 64
2023
Q4 		$573K Buy
2,200
+148
+7% +$36.5K 0.18% 60
2023
Q3 		$472K Buy
2,052
+85
+4% +$20.4K 0.17% 58
2023
Q2 		$467K Buy
1,967
+130
+7% +$29.8K 0.16% 62
2023
Q1 		$414K Sell
1,837
-229
-11% -$51K 0.15% 65
2022
Q4 		$429K Buy
2,066
+178
+9% +$35.9K 0.17% 64
2022
Q3 		$335K Buy
1,888
+55
+3% +$11.2K 0.16% 64
2022
Q2 		$361K Buy
1,833
+7
+0.4% +$1.45K 0.17% 64
2022
Q1 		$405K Buy
1,826
+156
+9% +$33.7K 0.2% 55
2021
Q4 		$362K Buy
1,670
+335
+25% +$71.9K 0.18% 51
2021
Q3 		$297K Buy
1,335
+17
+1% +$3.99K 0.18% 51
2021
Q2 		$308K Buy
1,318
+79
+6% +$18.1K 0.2% 51
2021
Q1 		$262K Buy
1,239
+2
+0.2% +$421 0.18% 52
2020
Q4 		$271K Sell
1,237
-947
-43% -$194K 0.2% 48
2020
Q3 		$437K Buy
2,184
+3
+0.1% +$599 0.37% 34
2020
Q2 		$421K Buy
2,181
+25
+1% +$4.57K 0.38% 32
2020
Q1 		$347K Sell
2,156
-244
-10% -$46K 0.37% 34
2019
Q4 		$451K Buy
+2,400
New +$432K 0.39% 35

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 $3.37T AUM 44.26% 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

Sunburst Financial Group's V Position: Q2 2026 in Review

Sunburst Financial Group increased its Visa (V) stake by 1.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,487 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #49.

Sunburst Financial Group first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sunburst Financial Group held 3,487 shares of Visa worth $1.2M as of Q2 2026.
  • Sunburst Financial Group bought 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.19% of Sunburst Financial Group's portfolio in Q2 2026, its #49 holding.
  • Sunburst Financial Group first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.