Legacy Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.03M | Buy |
13,332
+412
| +3% | +$132K | 0.56% | 29 |
|
|
2025
Q4 | $4.53M | Sell |
12,920
-282
| -2% | -$96.1K | 0.63% | 25 |
|
|
2025
Q3 | $4.51M | Sell |
13,202
-493
| -4% | -$171K | 0.62% | 27 |
|
|
2025
Q2 | $4.86M | Buy |
13,695
+110
| +0.8% | +$38.3K | 0.76% | 24 |
|
|
2025
Q1 | $4.76M | Buy |
13,585
+109
| +0.8% | +$36.9K | 0.8% | 19 |
|
|
2024
Q4 | $4.26M | Buy |
13,476
+287
| +2% | +$86.3K | 0.7% | 24 |
|
|
2024
Q3 | $3.63M | Buy |
13,189
+432
| +3% | +$117K | 0.61% | 28 |
|
|
2024
Q2 | $3.35M | Buy |
12,757
+514
| +4% | +$141K | 0.6% | 26 |
|
|
2024
Q1 | $3.42M | Buy |
12,243
+619
| +5% | +$171K | 0.61% | 27 |
|
|
2023
Q4 | $3.03M | Buy |
11,624
+886
| +8% | +$218K | 0.58% | 29 |
|
|
2023
Q3 | $2.47M | Buy |
10,738
+1,360
| +15% | +$327K | 0.49% | 29 |
|
|
2023
Q2 | $2.23M | Buy |
9,378
+287
| +3% | +$65.7K | 0.42% | 29 |
|
|
2023
Q1 | $2.05M | Buy |
9,091
+1,268
| +16% | +$282K | 0.42% | 24 |
|
|
2022
Q4 | $1.63M | Buy |
7,823
+1,751
| +29% | +$353K | 0.35% | 30 |
|
|
2022
Q3 | $1.08M | Sell |
6,072
-534
| -8% | -$109K | 0.26% | 46 |
|
|
2022
Q2 | $1.3M | Sell |
6,606
-77
| -1% | -$15.9K | 0.32% | 34 |
|
|
2022
Q1 | $1.48M | Buy |
6,683
+938
| +16% | +$203K | 0.33% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
5,745
+810
| +16% | +$174K | 0.29% | 35 |
|
|
2021
Q3 | $1.1M | Buy |
4,935
+472
| +11% | +$111K | 0.27% | 35 |
|
|
2021
Q2 | $1.04M | Sell |
4,463
-1,001
| -18% | -$229K | 0.26% | 34 |
|
|
2021
Q1 | $1.16M | Buy |
5,464
+298
| +6% | +$62.7K | 0.32% | 26 |
|
|
2020
Q4 | $1.13M | Buy |
5,166
+433
| +9% | +$88.6K | 0.32% | 25 |
|
|
2020
Q3 | $946K | Buy |
+4,733
| New | +$945K | 0.29% | 28 |
|
|
2020
Q1 | – | Sell |
-3,964
| Closed | -$745K | – | 118 |
|
|
2019
Q4 | $745K | Buy |
3,964
+98
| +3% | +$17.7K | 0.24% | 42 |
|
|
2019
Q3 | $665K | Buy |
3,866
+7
| +0.2% | +$1.25K | 0.22% | 50 |
|
|
2019
Q2 | $670K | Buy |
3,859
+177
| +5% | +$29K | 0.24% | 45 |
|
|
2019
Q1 | $575K | Buy |
3,682
+479
| +15% | +$69K | 0.19% | 48 |
|
|
2018
Q4 | $423K | Sell |
3,203
-187
| -6% | -$25.8K | 0.16% | 60 |
|
|
2018
Q3 | $508K | Buy |
3,390
+76
| +2% | +$10.8K | 0.18% | 50 |
|
|
2018
Q2 | $462K | Buy |
3,314
+203
| +7% | +$26.1K | 0.18% | 57 |
|
|
2018
Q1 | $375K | Buy |
3,111
+56
| +2% | +$6.79K | 0.15% | 67 |
|
|
2017
Q4 | $348K | Buy |
+3,055
| New | +$337K | 0.14% | 65 |
|
Other funds holding V
VCM
VPM
Legacy Financial Advisors's V Position: Q1 2026 in Review
Legacy Financial Advisors increased its Visa (V) stake by 3.2% in Q1 2026, buying an estimated $132K and bringing the position to 13,332 shares worth $4.03M. The position accounts for 0.56% of the portfolio, ranked #29.
Legacy Financial Advisors first reported a position in V in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.86M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Legacy Financial Advisors held 13,332 shares of Visa worth $4.03M as of Q1 2026.
- Legacy Financial Advisors bought 412 Visa shares in Q1 2026, an estimated $132K.
- Visa made up 0.56% of Legacy Financial Advisors's portfolio in Q1 2026, its #29 holding.
- Legacy Financial Advisors first reported a position in Visa in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Visa position peaked at $4.86M in Q2 2025.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.