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LFG Wealth Partners’s Visa V Stock Holding History

LFG Wealth Partners’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 		$421K Buy
1,227
+91
+8% +$29.2K 0.2% 71
2026
Q1 		$343K Sell
1,136
-172
-13% -$55.3K 0.21% 73
2025
Q4 		$459K Buy
+1,308
New +$446K 0.29% 67

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LFG Wealth Partners's V Position: Q2 2026 in Review

LFG Wealth Partners increased its Visa (V) stake by 8% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,227 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #71.

LFG Wealth Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LFG Wealth Partners held 1,227 shares of Visa worth $421K as of Q2 2026.
  • LFG Wealth Partners bought 91 Visa shares in Q2 2026, an estimated $29.2K.
  • Visa made up 0.2% of LFG Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • LFG Wealth Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • LFG Wealth Partners's Visa position peaked at $459K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.