LA
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Legacy Advisors’s Visa V Stock Holding History

Legacy 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
2026
Q2 		$2.09M Buy
6,090
+759
+14% +$244K 0.2% 66
2026
Q1 		$1.61M Sell
5,331
-602
-10% -$194K 0.19% 65
2025
Q4 		$2.08M Buy
5,933
+942
+19% +$321K 0.22% 55
2025
Q3 		$1.7M Buy
+4,991
New +$1.73M 0.21% 67
2025
Q2 		– Sell
-13,137
Closed -$4.6M – 383
2025
Q1 		$4.6M Sell
13,137
-867
-6% -$293K 0.47% 38
2024
Q4 		$4.43M Buy
14,004
+1,547
+12% +$465K 0.43% 42
2024
Q3 		$3.43M Buy
12,457
+2,437
+24% +$659K 0.37% 50
2024
Q2 		$2.63M Buy
10,020
+1,030
+11% +$282K 0.32% 60
2024
Q1 		$2.51M Buy
8,990
+1,692
+23% +$467K 0.32% 61
2023
Q4 		$1.9M Buy
7,298
+1,315
+22% +$324K 0.24% 83
2023
Q3 		$1.38M Sell
5,983
-18
-0.3% -$4.33K 0.22% 93
2023
Q2 		$1.43M Buy
6,001
+2,995
+100% +$685K 0.21% 87
2023
Q1 		$678K Buy
3,006
+96
+3% +$21.4K 0.13% 124
2022
Q4 		$605K Sell
2,910
-1,796
-38% -$362K 0.11% 130
2022
Q3 		$836K Buy
4,706
+2,750
+141% +$560K 0.18% 84
2022
Q2 		$385K Sell
1,956
-164
-8% -$33.9K 0.08% 144
2022
Q1 		$470K Buy
+2,120
New +$459K 0.09% 129
2019
Q3 		– Sell
-750
Closed -$130K – 315
2019
Q2 		$130K Sell
750
-337
-31% -$55.2K 0.09% 140
2019
Q1 		$170K Buy
+1,087
New +$157K 0.06% 122
2018
Q4 		– Sell
-1,357
Closed -$204K – 384
2018
Q3 		$204K Buy
1,357
+73
+6% +$10.4K 0.1% 135
2018
Q2 		$170K Buy
1,284
+197
+18% +$25.4K 0.13% 96
2018
Q1 		$131K Buy
1,087
+750
+223% +$90.9K 0.1% 107
2017
Q4 		$38K Sell
337
-64
-16% -$7.07K 0.04% 144
2017
Q3 		$42K Buy
+401
New +$40.7K 0.05% 115

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Advisors's V Position: Q2 2026 in Review

Legacy Advisors increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $244K and bringing the position to 6,090 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #66.

Legacy Advisors first reported a position in V in Q3 2017 and has held it in 24 quarters since. The position peaked at $4.6M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Advisors held 6,090 shares of Visa worth $2.09M as of Q2 2026.
  • Legacy Advisors bought 759 Visa shares in Q2 2026, an estimated $244K.
  • Visa made up 0.2% of Legacy Advisors's portfolio in Q2 2026, its #66 holding.
  • Legacy Advisors first reported a position in Visa in Q3 2017 and has held it in 24 quarters since.
  • Legacy Advisors's Visa position peaked at $4.6M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.