Ownership history in SVB WEALTH LLC · 44 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Visa (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 54,502 | -2,044 | -3.6% | 1.13% | $19.1M | $349.99 |
| 2025 Q3 | REDUCED | 56,546 | -2,611 | -4.4% | 1.04% | $19.3M | $340.00 |
| 2025 Q2 | REDUCED | 59,157 | -24,140 | -29.0% | 1.13% | $21.0M | $353.00 |
| 2025 Q1 | REDUCED | 83,297 | -7,751 | -8.5% | 1.20% | $29.2M | $347.86 |
| 2024 Q4 | REDUCED | 91,048 | -4,760 | -5.0% | 0.54% | $28.8M | $313.17 |
| 2024 Q2 | REDUCED | 95,808 | -7,238 | -7.0% | 0.62% | $25.1M | $259.07 |
| 2024 Q1 | REDUCED | 103,046 | -4,772 | -4.4% | 0.64% | $28.8M | $274.96 |
| 2023 Q4 | REDUCED | 107,818 | -18,457 | -14.6% | 0.68% | $28.1M | $256.02 |
| 2023 Q3 | REDUCED | 126,275 | -13,014 | -9.3% | 0.64% | $29.0M | $225.71 |
| 2023 Q2 | REDUCED | 139,289 | -50,798 | -26.7% | 0.60% | $33.1M | $232.60 |
As of 2025 Q4 — sorted by position size