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	$1.06M	Buy	3,100 +2,600	+520%	+$835K	0.01%	942
2026 Q1	$151K	Buy	+500	New	+$161K	﹤0.01%	1559
2025 Q2	–	Sell	-1,300	Closed	-$456K	–	1825
2025 Q1	$456K	Sell	1,300 -56,000	-98%	-$18.9M	﹤0.01%	1073
2024 Q4	$18.1M	Hold	57,300	–	–	0.11%	142
2024 Q3	$15.8M	Hold	57,300	–	–	0.11%	113
2024 Q2	$15M	Buy	+57,300	New	+$15.7M	0.16%	102
2024 Q1	–	Sell	-2,100	Closed	-$547K	–	2053
2023 Q4	$547K	Hold	2,100	–	–	﹤0.01%	1179
2023 Q3	$483K	Hold	2,100	–	–	﹤0.01%	1076
2023 Q2	$499K	Hold	2,100	–	–	﹤0.01%	1176
2023 Q1	$473K	Hold	2,100	–	–	﹤0.01%	1110
2022 Q4	$436K	Buy	+2,100	New	+$423K	﹤0.01%	1104

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.