SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / V

Steward Partners Investment Advisory, LLC’s Visa Inc Position

Does Steward Partners Investment Advisory, LLC own Visa Inc (V)? Yes — 533.2K shares worth $161M (+0.82% of its 13F portfolio) as of Q1 2026, up from 457.5K shares the prior filed quarter.

Position Value
$161M
Q1 2026
Shares
533.2K
% of Portfolio
+0.82%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17MQ2 ’19: $20MQ3 ’19: $23MQ4 ’19: $27MQ4 ’19Q1 ’20: $16MQ2 ’20: $20MQ3 ’20: $23MQ4 ’20: $25MQ4 ’20Q1 ’21: $54.6BQ2 ’21: $28MQ3 ’21: $30MQ4 ’21: $33MQ4 ’21Q1 ’22: $34MQ2 ’22: $30MQ3 ’22: $30MQ4 ’22: $34MQ4 ’22Q1 ’23: $38MQ2 ’23: $42MQ3 ’23: $42MQ4 ’23: $49MQ4 ’23Q1 ’24: $65MQ2 ’24: $63MQ3 ’24: $77MQ4 ’24: $86MQ4 ’24Q1 ’25: $95MQ2 ’25: $99MQ3 ’25: $153MQ4 ’25: $160MQ4 ’25Q1 ’26: $161Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026533.2K$161M+0.82%
Q4 2025457.5K$160M+0.88%
Q3 2025447.5K$153M+0.88%
Q2 2025279.2K$99M+0.77%
Q1 2025270.3K$95M+0.84%
Q4 2024271.3K$86M+0.76%
Q3 2024280.9K$77M+0.71%
Q2 2024238.6K$63M+0.66%
Q1 2024232.1K$65M+0.71%
Q4 2023188.0K$49M+0.66%
Q3 2023184.3K$42M+0.65%
Q2 2023176.4K$42M+0.63%
Q1 2023167.1K$38M+0.60%
Q4 2022165.9K$34M+0.59%
Q3 2022170.1K$30M+0.56%
Q2 2022152.6K$30M+0.55%
Q1 2022153.3K$34M+0.53%
Q4 2021150.0K$33M+0.49%
Q3 2021133.8K$30M+0.51%
Q2 2021118.3K$28M+0.47%
Q1 2021258.0K$54.6B+0.48%
Q4 2020113.1K$25M+0.54%
Q3 2020114.2K$23M+0.58%
Q2 2020103.4K$20M+0.57%
Q1 202099.9K$16M+0.59%
Q4 2019142.1K$27M+0.79%
Q3 2019136.4K$23M+0.79%
Q2 2019112.9K$20M+0.72%
Q1 2019111.8K$17M+0.74%
Q4 2018109.3K$14M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of V.