LB
V icon

Legacy Bridge’s Visa V Stock Holding History

Legacy Bridge’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
Q1 		$38.1K Hold
126
– – 0.01% 211
2025
Q4 		$44.2K Buy
126
+122
+3,050% +$41.6K 0.02% 201
2025
Q3 		$1.37K Hold
4
– – ﹤0.01% 298
2025
Q2 		$1.42K Buy
+4
New +$1.39K ﹤0.01% 286
2022
Q3 		– Sell
-5,223
Closed -$1.03M – 290
2022
Q2 		$1.03M Hold
5,223
– – 0.76% 54
2022
Q1 		$1.16M Sell
5,223
-927
-15% -$200K 0.68% 60
2021
Q4 		$1.33M Sell
6,150
-25
-0.4% -$5.37K 0.69% 53
2021
Q3 		$1.38M Sell
6,175
-160
-3% -$37.5K 0.79% 39
2021
Q2 		$1.48M Buy
6,335
+190
+3% +$43.4K 0.84% 38
2021
Q1 		$1.3M Sell
6,145
-100
-2% -$21K 0.84% 40
2020
Q4 		$1.37M Buy
6,245
+315
+5% +$64.5K 0.99% 27
2020
Q3 		$1.19M Buy
5,930
+50
+0.9% +$9.99K 1.08% 20
2020
Q2 		$1.14M Sell
5,880
-310
-5% -$56.6K 1.25% 12
2020
Q1 		$997K Sell
6,190
-716
-10% -$135K 1.26% 11
2019
Q4 		$1.3M Buy
6,906
+850
+14% +$153K 1.08% 16
2019
Q3 		$1.04M Sell
6,056
-750
-11% -$134K 0.99% 18
2019
Q2 		$1.18M Buy
6,806
+270
+4% +$44.2K 1.14% 14
2019
Q1 		$1.02M Sell
6,536
-170
-3% -$24.5K 1.05% 13
2018
Q4 		$885K Buy
+6,706
New +$926K 1.1% 13

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

Legacy Bridge's V Position: Q1 2026 in Review

Legacy Bridge held its Visa (V) position steady in Q1 2026 at 126 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #211.

Legacy Bridge first reported a position in V in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2021. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Legacy Bridge held 126 shares of Visa worth $38.1K as of Q1 2026.
  • Legacy Bridge left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #211 holding.
  • Legacy Bridge first reported a position in Visa in Q4 2018 and has held it in 19 quarters since.
  • Legacy Bridge's Visa position peaked at $1.48M in Q2 2021.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.