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Legacy Financial Strategies’s Visa V Stock Holding History

Legacy Financial Strategies’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 		$602K Buy
1,756
+46
+3% +$14.8K 0.09% 79
2026
Q1 		$517K Sell
1,710
-199
-10% -$64K 0.09% 82
2025
Q4 		$670K Buy
1,909
+25
+1% +$8.52K 0.12% 73
2025
Q3 		$643K Buy
1,884
+102
+6% +$35.3K 0.12% 71
2025
Q2 		$633K Buy
1,782
+952
+115% +$332K 0.12% 68
2025
Q1 		$291K Sell
830
-164
-16% -$55.5K 0.06% 91
2024
Q4 		$313K Sell
994
-14
-1% -$4.21K 0.07% 88
2024
Q3 		$277K Buy
1,008
+219
+28% +$59.2K 0.06% 94
2024
Q2 		$212K Buy
+789
New +$216K 0.05% 93

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 Strategies's V Position: Q2 2026 in Review

Legacy Financial Strategies increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,756 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #79.

Legacy Financial Strategies first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Financial Strategies held 1,756 shares of Visa worth $602K as of Q2 2026.
  • Legacy Financial Strategies bought 46 Visa shares in Q2 2026, an estimated $14.8K.
  • Visa made up 0.09% of Legacy Financial Strategies's portfolio in Q2 2026, its #79 holding.
  • Legacy Financial Strategies first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Legacy Financial Strategies's Visa position peaked at $670K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.