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Visa shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Visa (V) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.1M 23k 262.47
2023-12-31 $7.0M 25k 277.15
2023-09-30 $4.1M 18k 230.01
2023-06-30 $4.0M 17k 237.48
2023-03-31 $3.8M 17k 225.46
2022-12-31 $1.8M 8.7k 207.75

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Massachusetts Financial Services
Jpmorgan Chase & Co
Bank of New York Mellon
Jennison Associates
Nuveen Asset Management

View all funds holding Visa