LMCG INVESTMENTS, LLC

Position in V — Visa Inc.

CIK 1470944 BOSTON, MA

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$25,605,149

+$5,176,446 QoQ

Shares Held

74,631

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#785

of 4,501 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $55,969,946 across 4 Credit Services names. V ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	74,631	$25,605,149
2	COF	Capital One Financial Corp	89,853	$18,026,308
3	MA	Mastercard Inc	23,008	$11,816,908
4	AXP	American Express Co	1,542	$521,581

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,605,149	74,631	+10.4%	Shares	Sole	2026-07-22
2026-03-31	$20,428,703	67,591	+6.9%	Shares	Sole	2026-04-29
2025-12-31	$22,184,161	63,255	-1.8%	Shares	Sole	2026-02-03
2025-09-30	$21,988,627	64,411	-2.8%	Shares	Sole	2025-10-29
2025-06-30	$23,524,902	66,258	-3.5%	Shares	Sole	2025-07-24
2025-03-31	$24,066,438	68,671	-2.8%	Shares	Sole	2025-04-10
2024-12-31	$22,321,905	70,630	-2.8%	Shares	Sole	2025-01-16
2024-09-30	$19,977,317	72,658	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$19,164,509	73,016	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$20,034,595	71,788	-7.0%	Shares	Sole	2024-05-06
2023-12-31	$20,104,227	77,220	-5.1%	Shares	Sole	2024-02-08
2023-09-30	$18,724,654	81,408	-2.9%	Shares	Sole	2023-11-03
2023-06-30	$19,901,773	83,804	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$19,437,808	86,214	-0.6%	Shares	Sole	2023-05-05
2022-12-31	$18,028,374	86,775	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$15,486,461	87,174	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$17,234,569	87,534	-0.8%	Shares	Sole	2022-08-08
2022-03-31	$19,568,097	88,236	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.