SEC 13F Intelligence

Sun Group Wealth Partners / V

Sun Group Wealth Partners’s Visa Inc Position

Does Sun Group Wealth Partners own Visa Inc (V)? Yes7.8K shares worth $2M (+1.86% of its 13F portfolio) as of Q1 2026, up from 7.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.8K
% of Portfolio
+1.86%
Quarters Held
2
currently held

Position History V

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.8K$2M+1.86%
Q4 20257.5K$3M+2.10%

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