Lantz Financial’s Visa V Stock Holding History
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
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. 4,569 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.
- 4,569 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.