LFS
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Lighthouse Financial Services’s Visa V Stock Holding History

Lighthouse Financial Services’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 		$6.19M Buy
17,640
+2,280
+15% +$732K 1.3% 20
2026
Q1 		$4.78M Buy
15,360
+365
+2% +$117K 1.08% 26
2025
Q4 		$5.26M Buy
+14,995
New +$5.11M 1.21% 21

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

Lighthouse Financial Services's V Position: Q2 2026 in Review

Lighthouse Financial Services increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $732K and bringing the position to 17,640 shares worth $6.19M. The position accounts for 1.3% of the portfolio, ranked #20.

Lighthouse Financial Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lighthouse Financial Services held 17,640 shares of Visa worth $6.19M as of Q2 2026.
  • Lighthouse Financial Services bought 2,280 Visa shares in Q2 2026, an estimated $732K.
  • Visa made up 1.3% of Lighthouse Financial Services's portfolio in Q2 2026, its #20 holding.
  • Lighthouse Financial Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.