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Legacy Edge Advisors’s Visa V Stock Holding History

Legacy Edge 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 		$1.5M Buy
4,232
+15
+0.4% +$4.82K 0.2% 63
2026
Q1 		$1.27M Sell
4,217
-71
-2% -$22.8K 0.13% 84
2025
Q4 		$1.5M Buy
+4,288
New +$1.46M 0.16% 75

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Legacy Edge Advisors's V Position: Q2 2026 in Review

Legacy Edge Advisors increased its Visa (V) stake by 0.36% in Q2 2026, buying an estimated $4.82K and bringing the position to 4,232 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #63.

Legacy Edge Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Edge Advisors held 4,232 shares of Visa worth $1.5M as of Q2 2026.
  • Legacy Edge Advisors bought 15 Visa shares in Q2 2026, an estimated $4.82K.
  • Visa made up 0.2% of Legacy Edge Advisors's portfolio in Q2 2026, its #63 holding.
  • Legacy Edge Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Visa position peaked at $1.5M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.