LCGC
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Legacy Capital Group California’s Visa V Stock Holding History

Legacy Capital Group California’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 		$202K Buy
+589
New +$189K 0.06% 291
2026
Q1 		– Sell
-1,115
Closed -$391K – 362
2025
Q4 		$391K Buy
1,115
+7
+0.6% +$2.38K 0.09% 254
2025
Q3 		$378K Buy
1,108
+55
+5% +$19K 0.1% 254
2025
Q2 		$374K Sell
1,053
-575
-35% -$200K 0.1% 224
2025
Q1 		$571K Buy
1,628
+94
+6% +$31.8K 0.2% 146
2024
Q4 		$485K Buy
1,534
+103
+7% +$31K 0.15% 182
2024
Q3 		$393K Buy
1,431
+146
+11% +$39.5K 0.13% 194
2024
Q2 		$337K Sell
1,285
-48
-4% -$13.2K 0.12% 211
2024
Q1 		$372K Buy
1,333
+43
+3% +$11.9K 0.14% 198
2023
Q4 		$336K Buy
1,290
+234
+22% +$57.7K 0.13% 202
2023
Q3 		$243K Buy
1,056
+103
+11% +$24.8K 0.1% 232
2023
Q2 		$226K Buy
+953
New +$218K 0.09% 241

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

Legacy Capital Group California's V Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Visa (V) in Q2 2026: 589 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #291 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in V as recently as Q4 2025.

Legacy Capital Group California first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $571K in Q1 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Capital Group California held 589 shares of Visa worth $202K as of Q2 2026.
  • Visa was a new Legacy Capital Group California position in Q2 2026.
  • Visa made up 0.06% of Legacy Capital Group California's portfolio in Q2 2026, its #291 holding.
  • Legacy Capital Group California first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • Legacy Capital Group California's Visa position peaked at $571K in Q1 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.