LFP
V icon

Leeward Financial Partners’s Visa V Stock Holding History

Leeward Financial Partners’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 		$1.19M Sell
3,469
-34
-1% -$10.9K 0.31% 56
2026
Q1 		$1.06M Sell
3,503
-13,708
-80% -$4.41M 0.31% 56
2025
Q4 		$6.04M Buy
17,211
+319
+2% +$109K 1.7% 19
2025
Q3 		$5.77M Buy
16,892
+808
+5% +$280K 1.64% 21
2025
Q2 		$5.71M Buy
16,084
+1,904
+13% +$664K 1.81% 19
2025
Q1 		$4.97M Sell
14,180
-979
-6% -$331K 1.86% 21
2024
Q4 		$4.79M Buy
15,159
+551
+4% +$166K 1.71% 19
2024
Q3 		$4.02M Buy
14,608
+530
+4% +$143K 1.52% 23
2024
Q2 		$3.69M Buy
14,078
+296
+2% +$81.1K 1.5% 23
2024
Q1 		$3.85M Buy
13,782
+739
+6% +$204K 1.63% 21
2023
Q4 		$3.4M Buy
13,043
+173
+1% +$42.6K 1.64% 22
2023
Q3 		$2.96M Buy
12,870
+1,361
+12% +$327K 1.64% 20
2023
Q2 		$2.73M Buy
11,509
+56
+0.5% +$12.8K 1.57% 16
2023
Q1 		$2.58M Buy
11,453
+455
+4% +$101K 1.58% 22
2022
Q4 		$2.28M Buy
10,998
+99
+0.9% +$20K 1.58% 27
2022
Q3 		$1.94M Buy
10,899
+320
+3% +$65.1K 1.39% 29
2022
Q2 		$2.08M Buy
10,579
+1,041
+11% +$215K 1.43% 30
2022
Q1 		$2.12M Buy
9,538
+932
+11% +$202K 1.31% 31
2021
Q4 		$1.86M Buy
+8,606
New +$1.85M 1.17% 36

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

Leeward Financial Partners's V Position: Q2 2026 in Review

Leeward Financial Partners reduced its Visa (V) stake by 0.97% in Q2 2026, selling an estimated $10.9K and leaving 3,469 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #56.

Leeward Financial Partners first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.04M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Leeward Financial Partners held 3,469 shares of Visa worth $1.19M as of Q2 2026.
  • Leeward Financial Partners sold 34 Visa shares in Q2 2026, an estimated $10.9K.
  • Visa made up 0.31% of Leeward Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Leeward Financial Partners first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Visa position peaked at $6.04M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.