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LGT Financial Advisors’s Visa V Stock Holding History

LGT 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 		– Sell
-21
Closed -$6.35K – 260
2026
Q1 		$6.35K Hold
21
– – 0.03% 183
2025
Q4 		$7.37K Hold
21
– – 0.05% 166
2025
Q3 		$7.17K Hold
21
– – 0.02% 267
2025
Q2 		$7.46K Buy
+21
New +$7.32K 0.02% 243
2025
Q1 		– Sell
-800
Closed -$253K – 709
2024
Q4 		$253K Buy
+800
New +$241K 0.56% 32
2024
Q3 		– Sell
-82
Closed -$21.5K – 792
2024
Q2 		$21.5K Buy
+82
New +$22.5K 0.05% 290

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

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

LGT Financial Advisors sold out of Visa (V) in Q2 2026, closing a stake of 21 shares — an estimated $6.35K sold.

LGT Financial Advisors first reported a position in V in Q2 2024 and held it in 6 quarters. The position peaked at $253K in Q4 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LGT Financial Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 21 Visa shares in Q2 2026, an estimated $6.35K.
  • LGT Financial Advisors first reported a position in Visa in Q2 2024 and held it in 6 quarters.
  • LGT Financial Advisors's Visa position peaked at $253K in Q4 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.