JFG
V icon

Jefferies Financial Group’s Visa V Stock Holding History

Jefferies Financial Group’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 		$17M Buy
49,683
+47,617
+2,305% +$15.3M 0.11% 168
2026
Q1 		$624K Sell
2,066
-67,081
-97% -$21.6M ﹤0.01% 1112
2025
Q4 		$24.3M Sell
69,147
-17,830
-20% -$6.07M 0.12% 165
2025
Q3 		$29.7M Sell
86,977
-40,585
-32% -$14M 0.14% 108
2025
Q2 		$45.3M Buy
127,562
+25,587
+25% +$8.92M 0.38% 46
2025
Q1 		$35.7M Sell
101,975
-129,232
-56% -$43.7M 0.32% 50
2024
Q4 		$73.1M Sell
231,207
-5,852
-2% -$1.76M 0.44% 39
2024
Q3 		$65.2M Sell
237,059
-190,348
-45% -$51.5M 0.47% 30
2024
Q2 		$112M Sell
427,407
-37,887
-8% -$10.4M 1.19% 12
2024
Q1 		$130M Buy
465,294
+455,139
+4,482% +$126M 1.2% 12
2023
Q4 		$2.64M Sell
10,155
-29,444
-74% -$7.26M 0.02% 608
2023
Q3 		$9.11M Buy
39,599
+36,524
+1,188% +$8.78M 0.08% 184
2023
Q2 		$730K Buy
3,075
+2,421
+370% +$554K 0.01% 1039
2023
Q1 		$147K Sell
654
-14,280
-96% -$3.18M ﹤0.01% 1395
2022
Q4 		$3.1M Buy
+14,934
New +$3.01M 0.02% 508

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jefferies Financial Group's V Position: Q2 2026 in Review

Jefferies Financial Group increased its Visa (V) stake by 2,305% in Q2 2026, buying an estimated $15.3M and bringing the position to 49,683 shares worth $17M. The position accounts for 0.11% of the portfolio, ranked #168.

Jefferies Financial Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $130M in Q1 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Jefferies Financial Group held 49,683 shares of Visa worth $17M as of Q2 2026.
  • Jefferies Financial Group bought 47,617 Visa shares in Q2 2026, an estimated $15.3M.
  • Visa made up 0.11% of Jefferies Financial Group's portfolio in Q2 2026, its #168 holding.
  • Jefferies Financial Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Visa position peaked at $130M in Q1 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.