LTI
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Laffer Tengler Investments’s Visa V Stock Holding History

Laffer Tengler Investments’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 		$3.67M Sell
10,688
-187
-2% -$60K 0.47% 50
2026
Q1 		$3.29M Buy
10,875
+201
+2% +$64.6K 0.49% 54
2025
Q4 		$3.74M Buy
10,674
+216
+2% +$73.6K 0.57% 49
2025
Q3 		$3.57M Buy
10,458
+1,489
+17% +$515K 0.57% 50
2025
Q2 		$3.18M Buy
8,969
+12
+0.1% +$4.18K 0.57% 53
2025
Q1 		$3.14M Sell
8,957
-1,390
-13% -$470K 0.67% 46
2024
Q4 		$3.27M Buy
10,347
+785
+8% +$236K 0.64% 45
2024
Q3 		$2.63M Buy
9,562
+2,253
+31% +$609K 0.53% 61
2024
Q2 		$1.92M Buy
7,309
+1,400
+24% +$384K 0.41% 73
2024
Q1 		$1.65M Buy
5,909
+934
+19% +$258K 0.43% 76
2023
Q4 		$1.3M Buy
4,975
+578
+13% +$142K 0.34% 83
2023
Q3 		$1.01M Buy
4,397
+479
+12% +$115K 0.3% 86
2023
Q2 		$930K Buy
+3,918
New +$897K 0.25% 104
2023
Q1 		– Sell
-59
Closed -$12.3K – 452
2022
Q4 		$12.3K Sell
59
-502
-89% -$101K ﹤0.01% 362
2022
Q3 		$99.7K Buy
561
+59
+12% +$12K 0.04% 215
2022
Q2 		$98.8K Hold
502
– – 0.03% 216
2022
Q1 		$111K Hold
502
– – 0.03% 240
2021
Q4 		$109K Sell
502
-150
-23% -$32.2K 0.03% 249
2021
Q3 		$145K Buy
+652
New +$153K 0.04% 242
2021
Q2 		– Sell
-505
Closed -$107K – 395
2021
Q1 		$107K Buy
505
+26
+5% +$5.47K 0.04% 221
2020
Q4 		$105K Buy
+479
New +$98K 0.04% 202
2020
Q2 		– Sell
-296
Closed -$47.7K – 266
2020
Q1 		$47.7K Buy
296
+132
+80% +$24.9K 0.04% 122
2019
Q4 		$30.8K Buy
+164
New +$29.5K 0.02% 133
2016
Q2 		– Sell
-67,692
Closed -$5.18M – 273
2016
Q1 		$5.18M Buy
+67,692
New +$4.92M 1.4% 5
2015
Q4 		– Hold
0
– – – 4
2015
Q3 		– Sell
-67,692
Closed -$4.83M – 12
2015
Q2 		$4.55M Buy
+67,692
New +$4.59M 1.1% 12

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Laffer Tengler Investments's V Position: Q2 2026 in Review

Laffer Tengler Investments reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $60K and leaving 10,688 shares worth $3.67M. The position accounts for 0.47% of the portfolio, ranked #50.

Laffer Tengler Investments first reported a position in V in Q2 2015 and has held it in 25 quarters since. The position peaked at $5.18M in Q1 2016. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Laffer Tengler Investments held 10,688 shares of Visa worth $3.67M as of Q2 2026.
  • Laffer Tengler Investments sold 187 Visa shares in Q2 2026, an estimated $60K.
  • Visa made up 0.47% of Laffer Tengler Investments's portfolio in Q2 2026, its #50 holding.
  • Laffer Tengler Investments first reported a position in Visa in Q2 2015 and has held it in 25 quarters since.
  • Laffer Tengler Investments's Visa position peaked at $5.18M in Q1 2016.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.