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Legend Financial Advisors’s Visa V Stock Holding History

Legend Financial Advisors’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 		$638K Hold
1,859
– – 0.36% 34
2026
Q1 		$562K Hold
1,859
– – 0.36% 32
2025
Q4 		$652K Buy
+1,859
New +$633K 0.39% 32
2025
Q3 		– Sell
-301
Closed -$107K – 157
2025
Q2 		$107K Sell
301
-1,357
-82% -$473K 0.07% 43
2025
Q1 		$581K Hold
1,658
– – 0.43% 32
2024
Q4 		$524K Buy
1,658
+1,558
+1,558% +$468K 0.37% 30
2024
Q3 		$27.5K Sell
100
-1,558
-94% -$421K 0.02% 67
2024
Q2 		$435K Buy
1,658
+1,558
+1,558% +$427K 0.31% 34
2024
Q1 		$27.9K Hold
100
– – 0.02% 77
2023
Q4 		$26K Hold
100
– – 0.02% 76
2023
Q3 		$23K Hold
100
– – 0.02% 90
2023
Q2 		$23.7K Hold
100
– – 0.02% 93
2023
Q1 		$22.5K Sell
100
-292
-74% -$65K 0.02% 97
2022
Q4 		$81.4K Sell
392
-32
-8% -$6.45K 0.07% 58
2022
Q3 		$75.3K Buy
+424
New +$86.3K 0.07% 51
2020
Q2 		– Sell
-2,038
Closed -$328K – 38
2020
Q1 		$328K Buy
2,038
+292
+17% +$55K 0.29% 21
2019
Q4 		$328K Hold
1,746
– – 0.28% 25
2019
Q3 		$300K Hold
1,746
– – 0.26% 28
2019
Q2 		$303K Sell
1,746
-154
-8% -$25.2K 0.27% 29
2019
Q1 		$297K Buy
1,900
+254
+15% +$36.6K 0.33% 28
2018
Q4 		$217K Buy
+1,646
New +$227K 0.32% 25

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

Legend Financial Advisors's V Position: Q2 2026 in Review

Legend Financial Advisors held its Visa (V) position steady in Q2 2026 at 1,859 shares worth $638K. The position accounts for 0.36% of the portfolio, ranked #34.

Legend Financial Advisors first reported a position in V in Q4 2018 and has held it in 21 quarters since. The position peaked at $652K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legend Financial Advisors held 1,859 shares of Visa worth $638K as of Q2 2026.
  • Legend Financial Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.36% of Legend Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Legend Financial Advisors first reported a position in Visa in Q4 2018 and has held it in 21 quarters since.
  • Legend Financial Advisors's Visa position peaked at $652K in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.