Lincluden Management’s Visa V Stock Holding History

Lincluden Management’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	$8.77M	Buy	25,560 +2,344	+10%	+$753K	0.86%	23
2026 Q1	$7.02M	Buy	+23,216	New	+$7.47M	0.75%	30

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lincluden Management's V Position: Q2 2026 in Review

Lincluden Management increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $753K and bringing the position to 25,560 shares worth $8.77M. The position accounts for 0.86% of the portfolio, ranked #23.

Lincluden Management first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lincluden Management held 25,560 shares of Visa worth $8.77M as of Q2 2026.
Lincluden Management bought 2,344 Visa shares in Q2 2026, an estimated $753K.
Visa made up 0.86% of Lincluden Management's portfolio in Q2 2026, its #23 holding.
Lincluden Management first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.