LT
V icon

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
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 		$9.86M 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 		$9.51M 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

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 Trust's V Position: Q2 2026 in Review

Legacy Trust reduced its Visa (V) stake by 0.78% in Q2 2026, selling an estimated $89.9K and leaving 35,430 shares worth $12.2M. The position accounts for 2.15% of the portfolio, ranked #11.

Legacy Trust first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Trust held 35,430 shares of Visa worth $12.2M as of Q2 2026.
  • Legacy Trust sold 280 Visa shares in Q2 2026, an estimated $89.9K.
  • Visa made up 2.15% of Legacy Trust's portfolio in Q2 2026, its #11 holding.
  • Legacy Trust first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Visa position peaked at $13M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.