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Legacy Financial Group (Oklahoma)’s Visa V Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$254K Buy
741
+21
+3% +$6.74K 0.06% 83
2026
Q1 		$218K Sell
720
-3
-0.4% -$965 0.06% 83
2025
Q4 		$254K Buy
723
+11
+2% +$3.75K 0.07% 72
2025
Q3 		$243K Sell
712
-19
-3% -$6.58K 0.07% 73
2025
Q2 		$260K Sell
731
-1,352
-65% -$471K 0.08% 68
2025
Q1 		$694K Buy
2,083
+1,026
+97% +$347K 0.22% 41
2024
Q4 		$334K Sell
1,057
-8
-0.8% -$2.41K 0.11% 63
2024
Q3 		$309K Buy
+1,065
New +$288K 0.11% 60
2024
Q2 		– Sell
-738
Closed -$206K – 76
2024
Q1 		$206K Buy
+738
New +$204K 0.08% 71

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 Financial Group (Oklahoma)'s V Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $6.74K and bringing the position to 741 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #83.

Legacy Financial Group (Oklahoma) first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $694K in Q1 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 741 shares of Visa worth $254K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 21 Visa shares in Q2 2026, an estimated $6.74K.
  • Visa made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #83 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • Legacy Financial Group (Oklahoma)'s Visa position peaked at $694K in Q1 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.