Syverson Strege & Co’s Visa V Stock Holding History

Syverson Strege & Co’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	$453K	Sell	1,320 -53	-4%	-$17K	0.1%	94
2026 Q1	$415K	Buy	1,373 +147	+12%	+$47.3K	0.1%	90
2025 Q4	$430K	Sell	1,226 -110	-8%	-$37.5K	0.1%	84
2025 Q3	$456K	Buy	1,336 +125	+10%	+$43.3K	0.11%	76
2025 Q2	$430K	Buy	+1,211	New	+$422K	0.1%	81
2023 Q2	–	Sell	-177	Closed	-$39.8K	–	593
2023 Q1	$39.8K	Buy	177 +1	+0.6%	+$223	0.02%	137
2022 Q4	$36.6K	Hold	176	–	–	0.02%	144
2022 Q3	$31K	Sell	176 -75	-30%	-$15.3K	0.02%	141
2022 Q2	$49K	Buy	251 +76	+43%	+$15.7K	0.02%	126
2022 Q1	$39K	Hold	175	–	–	0.04%	138
2021 Q4	$38K	Hold	175	–	–	0.03%	150
2021 Q3	$39K	Buy	175 +1	+0.6%	+$234	0.03%	154
2021 Q2	$41K	Hold	174	–	–	0.04%	143
2021 Q1	$37K	Hold	174	–	–	0.04%	137
2020 Q4	$38K	Buy	+174	New	+$35.6K	0.04%	127

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Syverson Strege & Co's V Position: Q2 2026 in Review

Syverson Strege & Co reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $17K and leaving 1,320 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #94.

Syverson Strege & Co first reported a position in V in Q4 2020 and has held it in 15 quarters since. The position peaked at $456K in Q3 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Syverson Strege & Co held 1,320 shares of Visa worth $453K as of Q2 2026.
Syverson Strege & Co sold 53 Visa shares in Q2 2026, an estimated $17K.
Visa made up 0.1% of Syverson Strege & Co's portfolio in Q2 2026, its #94 holding.
Syverson Strege & Co first reported a position in Visa in Q4 2020 and has held it in 15 quarters since.
Syverson Strege & Co's Visa position peaked at $456K in Q3 2025.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.