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	$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 $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.