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Visa shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Visa (V) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $643k 1.9k 341.38
2025-06-30 $633k 1.8k 355.00
2025-03-31 $291k 830 350.27
2024-12-31 $313k 994 314.48
2024-09-30 $277k 1.0k 274.81
2024-06-30 $212k 789 268.90

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa