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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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.