LT
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Legacy Trust’s Visa V Stock Holding History

Legacy 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
Q3 		$14.7M Buy
35,551
+121
+0.3% +$44.2K 2.46% 8
2026
Q2 		$12.2M Sell
35,430
-280
-0.8% -$89.9K 2.15% 11
2026
Q1 		$10.8M Buy
35,710
+584
+2% +$188K 2.07% 12
2025
Q4 		$12.3M Buy
35,126
+398
+1% +$136K 2.3% 10
2025
Q3 		$11.9M Sell
34,728
-404
-1% -$140K 2.34% 11
2025
Q2 		$12.5M Sell
35,132
-1,905
-5% -$664K 3.06% 6
2025
Q1 		$13M Sell
37,037
-187
-0.5% -$63.3K 3.13% 5
2024
Q4 		$11.8M Sell
37,224
-534
-1% -$161K 2.73% 7
2024
Q3 		$10.4M Buy
37,758
+194
+0.5% +$52.4K 2.38% 7
2024
Q2 		$9.9M Sell
37,564
-170
-0.5% -$46.6K 2.45% 8
2024
Q1 		$10.5M Sell
37,734
-2,316
-6% -$639K 2.63% 5
2023
Q4 		$10.4M Sell
40,050
-481
-1% -$119K 2.71% 6
2023
Q3 		$9.32M Buy
40,531
+485
+1% +$117K 2.71% 5
2023
Q2 		$9.5M Buy
40,046
+305
+0.8% +$69.8K 2.62% 5
2023
Q1 		$8.96M Buy
39,741
+357
+0.9% +$79.5K 2.67% 4
2022
Q4 		$8.18M Buy
+39,384
New +$7.94M 2.53% 7

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Legacy Trust's V Position: Q3 2026 in Review

Legacy Trust increased its Visa (V) stake by 0.34% in Q3 2026, buying an estimated $44.2K and bringing the position to 35,551 shares worth $14.7M. The position accounts for 2.46% of the portfolio, ranked #8.

Legacy Trust first reported a position in V in Q4 2022 and has held it in 16 quarters since. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Legacy Trust held 35,551 shares of Visa worth $14.7M as of Q3 2026.
  • Legacy Trust bought 121 Visa shares in Q3 2026, an estimated $44.2K.
  • Visa made up 2.46% of Legacy Trust's portfolio in Q3 2026, its #8 holding.
  • Legacy Trust first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.