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Legacy Solutions LLC’s Visa V Stock Holding History

Legacy Solutions LLC’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 		$395K Sell
1,100
-44
-4% -$16.1K 0.3% 53
2026
Q2 		$393K Buy
1,144
+21
+2% +$6.74K 0.32% 52
2026
Q1 		$339K Sell
1,123
-97
-8% -$31.2K 0.31% 54
2025
Q4 		$428K Buy
1,220
+43
+4% +$14.7K 0.38% 43
2025
Q3 		$402K Sell
1,177
-28
-2% -$9.69K 0.36% 48
2025
Q2 		$428K Buy
1,205
+72
+6% +$25.1K 0.41% 40
2025
Q1 		$397K Buy
1,133
+8
+0.7% +$2.71K 0.44% 36
2024
Q4 		$356K Buy
+1,125
New +$338K 0.39% 43

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Solutions LLC's V Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Visa (V) stake by 3.8% in Q3 2026, selling an estimated $16.1K and leaving 1,100 shares worth $395K. The position accounts for 0.3% of the portfolio, ranked #53.

Legacy Solutions LLC first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $428K in Q4 2025. 497 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Legacy Solutions LLC held 1,100 shares of Visa worth $395K as of Q3 2026.
  • Legacy Solutions LLC sold 44 Visa shares in Q3 2026, an estimated $16.1K.
  • Visa made up 0.3% of Legacy Solutions LLC's portfolio in Q3 2026, its #53 holding.
  • Legacy Solutions LLC first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Visa position peaked at $428K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.