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	–	Sell	-2,600	Closed	-$912K	–	2221
2025 Q4	$912K	Buy	+2,600	New	+$886K	﹤0.01%	1128
2025 Q3	–	Sell	-1,300	Closed	-$462K	–	1698
2025 Q2	$462K	Hold	1,300	–	–	﹤0.01%	926
2025 Q1	$456K	Buy	+1,300	New	+$440K	﹤0.01%	1072
2024 Q1	–	Sell	-2,500	Closed	-$651K	–	2052
2023 Q4	$651K	Hold	2,500	–	–	﹤0.01%	1113
2023 Q3	$575K	Hold	2,500	–	–	0.01%	1017
2023 Q2	$594K	Sell	2,500 -47,200	-95%	-$10.8M	0.01%	1122
2023 Q1	$11.2M	Buy	49,700 +4,800	+11%	+$1.07M	0.09%	191
2022 Q4	$9.33M	Buy	+44,900	New	+$9.05M	0.06%	229

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. 4,447 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.
4,447 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.