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Legacy Private Trust’s Visa V Stock Holding History

Legacy Private Trust’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 		$5.13M Sell
14,961
-73
-0.5% -$23.4K 0.28% 69
2026
Q1 		$4.54M Buy
15,034
+215
+1% +$69.1K 0.28% 68
2025
Q4 		$5.2M Buy
14,819
+71
+0.5% +$24.2K 0.31% 65
2025
Q3 		$5.03M Buy
14,748
+1,991
+16% +$689K 0.3% 69
2025
Q2 		$4.53M Sell
12,757
-873
-6% -$304K 0.29% 68
2025
Q1 		$4.78M Sell
13,630
-98
-0.7% -$33.2K 0.33% 65
2024
Q4 		$4.34M Buy
13,728
+4,550
+50% +$1.37M 0.28% 71
2024
Q3 		$2.52M Buy
9,178
+449
+5% +$121K 0.17% 104
2024
Q2 		$2.29M Sell
8,729
-125
-1% -$34.3K 0.16% 107
2024
Q1 		$2.47M Sell
8,854
-81
-0.9% -$22.4K 0.18% 104
2023
Q4 		$2.33M Sell
8,935
-81
-0.9% -$20K 0.19% 102
2023
Q3 		$2.07M Buy
9,016
+815
+10% +$196K 0.18% 102
2023
Q2 		$1.95M Sell
8,201
-73
-0.9% -$16.7K 0.16% 107
2023
Q1 		$1.87M Sell
8,274
-48
-0.6% -$10.7K 0.16% 111
2022
Q4 		$1.73M Sell
8,322
-286
-3% -$57.7K 0.16% 113
2022
Q3 		$1.53M Buy
8,608
+1,597
+23% +$325K 0.15% 111
2022
Q2 		$1.38M Hold
7,011
– – 0.12% 119
2022
Q1 		$1.55M Sell
7,011
-25
-0.4% -$5.41K 0.12% 128
2021
Q4 		$1.52M Sell
7,036
-173
-2% -$37.1K 0.11% 125
2021
Q3 		$1.61M Sell
7,209
-25
-0.3% -$5.86K 0.13% 119
2021
Q2 		$1.69M Sell
7,234
-274
-4% -$62.6K 0.14% 120
2021
Q1 		$1.59M Sell
7,508
-211
-3% -$44.4K 0.14% 120
2020
Q4 		$1.69M Sell
7,719
-258
-3% -$52.8K 0.16% 108
2020
Q3 		$1.59M Buy
7,977
+133
+2% +$26.6K 0.16% 102
2020
Q2 		$1.51M Sell
7,844
-401
-5% -$73.3K 0.17% 104
2020
Q1 		$1.33M Buy
8,245
+381
+5% +$71.8K 0.17% 101
2019
Q4 		$1.48M Buy
7,864
+33
+0.4% +$5.95K 0.15% 120
2019
Q3 		$1.35M Sell
7,831
-3,240
-29% -$577K 0.15% 118
2019
Q2 		$1.92M Sell
11,071
-739
-6% -$121K 0.22% 93
2019
Q1 		$1.84M Sell
11,810
-118
-1% -$17K 0.22% 103
2018
Q4 		$1.57M Sell
11,928
-200
-2% -$27.6K 0.2% 103
2018
Q3 		$1.82M Sell
12,128
-62
-0.5% -$8.82K 0.21% 101
2018
Q2 		$1.61M Sell
12,190
-310
-2% -$39.9K 0.19% 109
2018
Q1 		$1.5M Sell
12,500
-1,655
-12% -$201K 0.17% 111
2017
Q4 		$1.61M Sell
14,155
-550
-4% -$60.7K 0.19% 107
2017
Q3 		$1.55M Sell
14,705
-3,100
-17% -$314K 0.19% 103
2017
Q2 		$1.67M Sell
17,805
-16,845
-49% -$1.56M 0.21% 101
2017
Q1 		$3.08M Sell
34,650
-1,547
-4% -$133K 0.4% 69
2016
Q4 		$2.82M Sell
36,197
-5,980
-14% -$481K 0.38% 74
2016
Q3 		$3.49M Sell
42,177
-2,900
-6% -$232K 0.47% 58
2016
Q2 		$3.34M Sell
45,077
-1,227
-3% -$96.1K 0.49% 60
2016
Q1 		$3.54M Sell
46,304
-1,667
-3% -$121K 0.53% 59
2015
Q4 		$3.72M Buy
47,971
+23,435
+96% +$1.82M 0.57% 54
2015
Q3 		$1.71M Buy
24,536
+4,280
+21% +$306K 0.27% 92
2015
Q2 		$1.36M Buy
20,256
+140
+0.7% +$9.49K 0.21% 120
2015
Q1 		$1.32M Buy
20,116
+588
+3% +$38.9K 0.19% 121
2014
Q4 		$1.28M Buy
19,528
+10,480
+116% +$631K 0.19% 128
2014
Q3 		$483K Buy
9,048
+4,280
+90% +$230K 0.07% 181
2014
Q2 		$251K Sell
4,768
-80
-2% -$4.18K 0.04% 229
2014
Q1 		$262K Buy
+4,848
New +$269K 0.05% 180

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Legacy Private Trust's V Position: Q2 2026 in Review

Legacy Private Trust reduced its Visa (V) stake by 0.49% in Q2 2026, selling an estimated $23.4K and leaving 14,961 shares worth $5.13M. The position accounts for 0.28% of the portfolio, ranked #69.

Legacy Private Trust first reported a position in V in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.2M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Private Trust held 14,961 shares of Visa worth $5.13M as of Q2 2026.
  • Legacy Private Trust sold 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.28% of Legacy Private Trust's portfolio in Q2 2026, its #69 holding.
  • Legacy Private Trust first reported a position in Visa in Q1 2014 and has held it in 50 quarters since.
  • Legacy Private Trust's Visa position peaked at $5.2M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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