LFP
V icon

Lakeshore Financial Planning’s Visa V Stock Holding History

Lakeshore Financial Planning’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 		$278K Hold
810
– – 0.09% 71
2026
Q1 		$245K Sell
810
-114
-12% -$36.7K 0.09% 67
2025
Q4 		$324K Buy
924
+82
+10% +$27.9K 0.12% 57
2025
Q3 		$287K Hold
842
– – 0.11% 57
2025
Q2 		$299K Hold
842
– – 0.12% 54
2025
Q1 		$295K Sell
842
-49
-5% -$16.6K 0.12% 50
2024
Q4 		$282K Hold
891
– – 0.12% 54
2024
Q3 		$245K Buy
891
+92
+12% +$24.9K 0.11% 61
2024
Q2 		$210K Hold
799
– – 0.1% 64
2024
Q1 		$223K Hold
799
– – 0.11% 61
2023
Q4 		$208K Buy
+799
New +$197K 0.12% 59

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lakeshore Financial Planning's V Position: Q2 2026 in Review

Lakeshore Financial Planning held its Visa (V) position steady in Q2 2026 at 810 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #71.

Lakeshore Financial Planning first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lakeshore Financial Planning held 810 shares of Visa worth $278K as of Q2 2026.
  • Lakeshore Financial Planning left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #71 holding.
  • Lakeshore Financial Planning first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Lakeshore Financial Planning's Visa position peaked at $324K in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.