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Sunrise Financial Services’s Visa V Stock Holding History

Sunrise Financial Services’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 		$23.3K Hold
68
– – 0.01% 168
2026
Q1 		$20.6K Hold
68
– – 0.01% 175
2025
Q4 		$23.8K Buy
+68
New +$23.2K 0.02% 143

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

Sunrise Financial Services's V Position: Q2 2026 in Review

Sunrise Financial Services held its Visa (V) position steady in Q2 2026 at 68 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #168.

Sunrise Financial Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q4 2025. 4,561 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sunrise Financial Services held 68 shares of Visa worth $23.3K as of Q2 2026.
  • Sunrise Financial Services left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #168 holding.
  • Sunrise Financial Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Visa position peaked at $23.8K in Q4 2025.
  • 4,561 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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