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Trinity Legacy Partners’s Visa V Stock Holding History

Trinity Legacy Partners’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
2021
Q3 		– Sell
-1,500
Closed -$2K – 129
2021
Q2 		$2K Buy
1,500
+1,000
+200% +$229K ﹤0.01% 114
2021
Q1 		$3K Buy
+500
New +$105K ﹤0.01% 98

Other funds holding V

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VCM
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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

Trinity Legacy Partners's V Position: Q1 2026 in Review

Trinity Legacy Partners increased its Visa (V) stake by 4.9% in Q1 2026, buying an estimated $253K and bringing the position to 16,837 shares worth $5.24M. The position accounts for 1.14% of the portfolio, ranked #40.

Trinity Legacy Partners first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.77M in Q4 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Trinity Legacy Partners held 16,837 shares of Visa worth $5.24M as of Q1 2026.
  • Trinity Legacy Partners bought 787 Visa shares in Q1 2026, an estimated $253K.
  • Visa made up 1.14% of Trinity Legacy Partners's portfolio in Q1 2026, its #40 holding.
  • Trinity Legacy Partners first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Trinity Legacy Partners's Visa position peaked at $5.77M in Q4 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.