LPL Financial
V icon

LPL Financial’s Visa V Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-2,200
Closed -$751K – 6073
2025
Q3 		$751K Sell
2,200
-3,700
-63% -$1.28M ﹤0.01% 4281
2025
Q2 		$2.09M Buy
5,900
+1,400
+31% +$488K ﹤0.01% 3080
2025
Q1 		$1.58M Sell
4,500
-500
-10% -$169K ﹤0.01% 3165
2024
Q4 		$1.58M Buy
+5,000
New +$1.5M ﹤0.01% 3090
2024
Q3 		– Sell
-3,500
Closed -$919K – 5289
2024
Q2 		$919K Buy
+3,500
New +$959K ﹤0.01% 3338

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPL Financial's V Position: Q1 2026 in Review

LPL Financial reduced its Visa (V) stake by 1% in Q1 2026, selling an estimated $9.63M and leaving 2,928,554 shares worth $885M. The position accounts for 0.24% of the portfolio, ranked #88.

LPL Financial first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • LPL Financial held 2,928,554 shares of Visa worth $885M as of Q1 2026.
  • LPL Financial sold 29,934 Visa shares in Q1 2026, an estimated $9.63M.
  • Visa made up 0.24% of LPL Financial's portfolio in Q1 2026, its #88 holding.
  • LPL Financial first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Visa position peaked at $1.04B in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.