LGA
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Lebenthal Global Advisors’s Visa V Stock Holding History

Lebenthal Global Advisors’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
2024
Q1 		– Sell
-100
Closed -$26K – 202
2023
Q4 		$26K Buy
+100
New +$24.6K 0.01% 187

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lebenthal Global Advisors's V Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Visa (V) stake by 21% in Q1 2026, buying an estimated $423K and bringing the position to 7,550 shares worth $2.28M. The position accounts for 0.33% of the portfolio, ranked #52.

Lebenthal Global Advisors first reported a position in V in Q4 2020 and has held it in 21 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Lebenthal Global Advisors held 7,550 shares of Visa worth $2.28M as of Q1 2026.
  • Lebenthal Global Advisors bought 1,317 Visa shares in Q1 2026, an estimated $423K.
  • Visa made up 0.33% of Lebenthal Global Advisors's portfolio in Q1 2026, its #52 holding.
  • Lebenthal Global Advisors first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.