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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jefferies Financial Group's V Position: Q1 2026 in Review

Jefferies Financial Group reduced its Visa (V) stake by 97% in Q1 2026, selling an estimated $21.6M and leaving 2,066 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Jefferies Financial Group first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $130M in Q1 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Jefferies Financial Group held 2,066 shares of Visa worth $624K as of Q1 2026.
Jefferies Financial Group sold 67,081 Visa shares in Q1 2026, an estimated $21.6M.
Visa made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1112 holding.
Jefferies Financial Group first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Visa position peaked at $130M in Q1 2024.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.