LRZ Capital’s Visa V Stock Holding History

LRZ Capital’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	$11.9M	Sell	34,652 -4,573	-12%	-$1.47M	6.02%	7
2026 Q1	$11.9M	Hold	39,225	–	–	5.93%	8
2025 Q4	$13.8M	Buy	+39,225	New	+$13.4M	6.21%	8

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

LRZ Capital's V Position: Q2 2026 in Review

LRZ Capital reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $1.47M and leaving 34,652 shares worth $11.9M. The position accounts for 6.02% of the portfolio, ranked #7.

LRZ Capital first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.8M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

LRZ Capital held 34,652 shares of Visa worth $11.9M as of Q2 2026.
LRZ Capital sold 4,573 Visa shares in Q2 2026, an estimated $1.47M.
Visa made up 6.02% of LRZ Capital's portfolio in Q2 2026, its #7 holding.
LRZ Capital first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
LRZ Capital's Visa position peaked at $13.8M in Q4 2025.
4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LRZ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.