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SVB Wealth’s Visa V Stock Holding History

SVB Wealth’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 		$16.5M Sell
48,196
-3,893
-7% -$1.25M 1.04% 21
2026
Q1 		$15.7M Sell
52,089
-2,413
-4% -$776K 1.04% 21
2025
Q4 		$19.1M Sell
54,502
-2,044
-4% -$696K 1.13% 19
2025
Q3 		$19.3M Sell
56,546
-2,611
-4% -$904K 1.04% 22
2025
Q2 		$21M Sell
59,157
-24,140
-29% -$8.41M 1.13% 17
2025
Q1 		$29.2M Sell
83,297
-7,751
-9% -$2.62M 1.2% 13
2024
Q4 		$28.8M Buy
+91,048
New +$27.4M 0.54% 22
2024
Q3 		– Sell
-95,808
Closed -$25.1M – 586
2024
Q2 		$25.1M Sell
95,808
-7,238
-7% -$1.98M 0.62% 29
2024
Q1 		$28.8M Sell
103,046
-4,772
-4% -$1.32M 0.64% 30
2023
Q4 		$28.1M Sell
107,818
-18,457
-15% -$4.55M 0.68% 27
2023
Q3 		$29M Sell
126,275
-13,014
-9% -$3.13M 0.64% 30
2023
Q2 		$33.1M Sell
139,289
-50,798
-27% -$11.6M 0.6% 31
2023
Q1 		$42.9M Sell
190,087
-15,781
-8% -$3.51M 0.6% 27
2022
Q4 		$42.8M Sell
205,868
-16,483
-7% -$3.32M 0.58% 30
2022
Q3 		$39.5M Buy
222,351
+14,459
+7% +$2.94M 0.58% 27
2022
Q2 		$40.9M Sell
207,892
-1,645
-0.8% -$340K 0.63% 28
2022
Q1 		$46.5M Buy
209,537
+5,320
+3% +$1.15M 0.62% 24
2021
Q4 		$44.3M Sell
204,217
-6,704
-3% -$1.44M 0.73% 21
2021
Q3 		$47M Sell
210,921
-2,084
-1% -$489K 0.6% 25
2021
Q2 		$49.8M Sell
213,005
-51,773
-20% -$11.8M 0.63% 23
2021
Q1 		$56.1M Sell
264,778
-1,576
-0.6% -$332K 0.78% 18
2020
Q4 		$58.3M Buy
266,354
+1,841
+0.7% +$377K 0.86% 17
2020
Q3 		$52.9M Buy
264,513
+2,550
+1% +$509K 0.87% 16
2020
Q2 		$50.6M Sell
261,963
-47,761
-15% -$8.73M 0.94% 16
2020
Q1 		$49.9M Buy
309,724
+4,125
+1% +$777K 1.21% 11
2019
Q4 		$57.4M Buy
305,599
+3,612
+1% +$651K 1.05% 12
2019
Q3 		$51.9M Sell
301,987
-6,863
-2% -$1.22M 1.03% 13
2019
Q2 		$53.6M Sell
308,850
-14,144
-4% -$2.32M 1.8% 7
2019
Q1 		$50.4M Sell
322,994
-21,527
-6% -$3.1M 1.99% 8
2018
Q4 		$45.5M Buy
344,521
+2,389
+0.7% +$330K 1.94% 7
2018
Q3 		$51.4M Sell
342,132
-5,307
-2% -$755K 1.82% 8
2018
Q2 		$46M Sell
347,439
-31,379
-8% -$4.04M 1.76% 8
2018
Q1 		$45.3M Sell
378,818
-4,150
-1% -$503K 1.74% 6
2017
Q4 		$43.7M Sell
382,968
-6,097
-2% -$673K 1.64% 5
2017
Q3 		$40.9M Buy
389,065
+6,742
+2% +$684K 1.57% 6
2017
Q2 		$35.9M Buy
382,323
+7,653
+2% +$710K 1.41% 8
2017
Q1 		$33.3M Buy
374,670
+52,831
+16% +$4.54M 1.33% 10
2016
Q4 		$25.1M Buy
321,839
+48,392
+18% +$3.89M 1.04% 23
2016
Q3 		$22.6M Buy
273,447
+9,107
+3% +$729K 0.92% 28
2016
Q2 		$19.6M Sell
264,340
-20,923
-7% -$1.64M 0.8% 40
2016
Q1 		$21.8M Sell
285,263
-2,294
-0.8% -$167K 0.89% 32
2015
Q4 		$22.3M Sell
287,557
-1,044
-0.4% -$80.9K 0.88% 30
2015
Q3 		$20.1M Buy
288,601
+3,187
+1% +$227K 0.78% 33
2015
Q2 		$19.2M Buy
285,414
+7,243
+3% +$491K 0.63% 47
2015
Q1 		$18.2M Buy
278,171
+69,191
+33% +$4.58M 0.59% 59
2014
Q4 		$13.7M Buy
+208,980
New +$12.6M 0.44% 70

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVB Wealth's V Position: Q2 2026 in Review

SVB Wealth reduced its Visa (V) stake by 7.5% in Q2 2026, selling an estimated $1.25M and leaving 48,196 shares worth $16.5M. The position accounts for 1.04% of the portfolio, ranked #21.

SVB Wealth first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $58.3M in Q4 2020. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SVB Wealth held 48,196 shares of Visa worth $16.5M as of Q2 2026.
  • SVB Wealth sold 3,893 Visa shares in Q2 2026, an estimated $1.25M.
  • Visa made up 1.04% of SVB Wealth's portfolio in Q2 2026, its #21 holding.
  • SVB Wealth first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
  • SVB Wealth's Visa position peaked at $58.3M in Q4 2020.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.