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Lakeshore Capital Group’s Visa V Stock Holding History

Lakeshore Capital 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 		$1.27M Buy
3,708
+23
+0.6% +$7.38K 0.94% 33
2026
Q1 		$1.11M Buy
3,685
+63
+2% +$20.3K 0.91% 36
2025
Q4 		$1.27M Buy
3,622
+77
+2% +$26.2K 1.02% 29
2025
Q3 		$1.21M Buy
3,545
+159
+5% +$55K 0.98% 31
2025
Q2 		$1.2M Sell
3,386
-83
-2% -$28.9K 1.07% 29
2025
Q1 		$1.22M Buy
3,469
+154
+5% +$52.1K 1.17% 26
2024
Q4 		$1.05M Buy
+3,315
New +$997K 1.58% 21

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lakeshore Capital Group's V Position: Q2 2026 in Review

Lakeshore Capital Group increased its Visa (V) stake by 0.62% in Q2 2026, buying an estimated $7.38K and bringing the position to 3,708 shares worth $1.27M. The position accounts for 0.94% of the portfolio, ranked #33.

Lakeshore Capital Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lakeshore Capital Group held 3,708 shares of Visa worth $1.27M as of Q2 2026.
  • Lakeshore Capital Group bought 23 Visa shares in Q2 2026, an estimated $7.38K.
  • Visa made up 0.94% of Lakeshore Capital Group's portfolio in Q2 2026, its #33 holding.
  • Lakeshore Capital Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.