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Lantz Financial’s Visa V Stock Holding History

Lantz Financial’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 		$1.42M Buy
4,128
+144
+4% +$46.2K 0.26% 97
2026
Q1 		$1.2M Sell
3,984
-39
-1% -$12.5K 0.25% 107
2025
Q4 		$1.41M Sell
4,023
-5
-0.1% -$1.7K 0.3% 91
2025
Q3 		$1.38M Buy
4,028
+1,388
+53% +$480K 0.3% 93
2025
Q2 		$937K Buy
2,640
+54
+2% +$18.8K 0.23% 103
2025
Q1 		$906K Buy
2,586
+253
+11% +$85.6K 0.25% 99
2024
Q4 		$737K Buy
2,333
+103
+5% +$31K 0.2% 108
2024
Q3 		$613K Buy
2,230
+419
+23% +$113K 0.17% 125
2024
Q2 		$475K Sell
1,811
-8
-0.4% -$2.19K 0.15% 131
2024
Q1 		$508K Buy
1,819
+205
+13% +$56.6K 0.16% 126
2023
Q4 		$420K Buy
1,614
+56
+4% +$13.8K 0.15% 132
2023
Q3 		$358K Buy
1,558
+41
+3% +$9.86K 0.14% 131
2023
Q2 		$360K Buy
1,517
+22
+1% +$5.04K 0.14% 129
2023
Q1 		$337K Sell
1,495
-153
-9% -$34.1K 0.14% 128
2022
Q4 		$342K Sell
1,648
-279
-14% -$56.3K 0.16% 130
2022
Q3 		$342K Buy
1,927
+74
+4% +$15.1K 0.18% 118
2022
Q2 		$365K Sell
1,853
-1
-0.1% -$207 0.16% 118
2022
Q1 		$411K Sell
1,854
-186
-9% -$40.2K 0.17% 114
2021
Q4 		$442K Sell
2,040
-256
-11% -$55K 0.2% 99
2021
Q3 		$511K Sell
2,296
-152
-6% -$35.6K 0.26% 91
2021
Q2 		$572K Sell
2,448
-42
-2% -$9.6K 0.29% 83
2021
Q1 		$527K Sell
2,490
-233
-9% -$49K 0.3% 75
2020
Q4 		$596K Buy
2,723
+252
+10% +$51.6K 0.37% 67
2020
Q3 		$494K Buy
2,471
+36
+1% +$7.19K 0.33% 73
2020
Q2 		$470K Buy
2,435
+1
+0% +$183 0.34% 72
2020
Q1 		$392K Sell
2,434
-283
-10% -$53.3K 0.31% 76
2019
Q4 		$511K Buy
2,717
+4
+0.1% +$721 0.3% 76
2019
Q3 		$461K Sell
2,713
-65
-2% -$11.6K 0.31% 81
2019
Q2 		$487K Buy
2,778
+49
+2% +$8.02K 0.33% 76
2019
Q1 		$426K Buy
+2,729
New +$393K 0.31% 76

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Lantz Financial's V Position: Q2 2026 in Review

Lantz Financial increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 4,128 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #97.

Lantz Financial first reported a position in V in Q1 2019 and has held it in 30 quarters since. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lantz Financial held 4,128 shares of Visa worth $1.42M as of Q2 2026.
  • Lantz Financial bought 144 Visa shares in Q2 2026, an estimated $46.2K.
  • Visa made up 0.26% of Lantz Financial's portfolio in Q2 2026, its #97 holding.
  • Lantz Financial first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.