LFS
V icon

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
Q3 		$674K Buy
1,875
+119
+7% +$43.5K 0.11% 74
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Legacy Financial Strategies's V Position: Q3 2026 in Review

Legacy Financial Strategies increased its Visa (V) stake by 6.8% in Q3 2026, buying an estimated $43.5K and bringing the position to 1,875 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #74.

Legacy Financial Strategies first reported a position in V in Q2 2024 and has held it in 10 quarters since. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Legacy Financial Strategies held 1,875 shares of Visa worth $674K as of Q3 2026.
  • Legacy Financial Strategies bought 119 Visa shares in Q3 2026, an estimated $43.5K.
  • Visa made up 0.11% of Legacy Financial Strategies's portfolio in Q3 2026, its #74 holding.
  • Legacy Financial Strategies first reported a position in Visa in Q2 2024 and has held it in 10 quarters since.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.