Legacy Private Trust Co.

Bank

Position in V — Visa Inc.

CIK 1352547 NEENAH, WI

Position in V

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,132,968

+$589,092 QoQ

Shares Held

14,961

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,662

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $15,909,046 across 4 Credit Services names. V ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	19,543	$10,037,284
2	V	Visa Inc. This page	14,961	$5,132,968
3	AXP	American Express Co	1,355	$458,328
4	COF	Capital One Financial Corp	1,398	$280,466

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,132,968	14,961	-0.5%	Shares	Sole	2026-07-21
2026-03-31	$4,543,876	15,034	+1.5%	Shares	Sole	2026-04-07
2025-12-31	$5,197,171	14,819	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$5,034,672	14,748	+15.6%	Shares	Sole	2025-10-08
2025-06-30	$4,529,372	12,757	-6.4%	Shares	Sole	2025-07-08
2025-03-31	$4,776,769	13,630	-0.7%	Shares	Sole	2025-04-04
2024-12-31	$4,338,597	13,728	+49.6%	Shares	Sole	2025-01-08
2024-09-30	$2,523,491	9,178	+5.1%	Shares	Sole	2024-10-07
2024-06-30	$2,291,100	8,729	-1.4%	Shares	Sole	2024-07-12
2024-03-31	$2,470,974	8,854	-0.9%	Shares	Sole	2024-04-10
2023-12-31	$2,326,227	8,935	-0.9%	Shares	Sole	2024-01-10
2023-09-30	$2,073,770	9,016	+9.9%	Shares	Sole	2023-10-11
2023-06-30	$1,947,573	8,201	-0.9%	Shares	Sole	2023-07-07
2023-03-31	$1,865,456	8,274	-0.6%	Shares	Sole	2023-04-12
2022-12-31	$1,728,978	8,322	-3.3%	Shares	Sole	2023-01-19
2022-09-30	$1,529,211	8,608	+22.8%	Shares	Sole	2022-10-06
2022-06-30	$1,380,395	7,011	0.0%	Shares	Sole	2022-07-07
2022-03-31	$1,554,829	7,011	-0.4%	Shares	Sole	2022-04-11
2021-12-31	$1,524,771	7,036	-2.4%	Shares	Sole	2022-01-12
2021-09-30	$1,605,804	7,209	-0.3%	Shares	Sole	2021-10-12
2021-06-30	$1,691,453	7,234	-3.6%	Shares	Sole	2021-07-09
2021-03-31	$1,589,668	7,508	-2.7%	Shares	Sole	2021-04-09
2020-12-31	$1,688,376	7,719	-3.2%	Shares	Sole	2021-01-12
2020-09-30	$1,595,160	7,977	+1.7%	Shares	Sole	2020-10-14
2020-06-30	$1,515,225	7,844	-4.9%	Shares	Sole	2020-07-09
2020-03-31	$1,328,434	8,245	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.