Legacy Trust

Position in V — Visa Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in V

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$12,155,678

+$1,362,688 QoQ

Shares Held

35,430

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#1,125

of 4,491 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Legacy Trust holds $30,875,226 across 5 Credit Services names. V ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	35,430	$12,155,678
2	AXP	American Express Co	31,345	$10,602,446
3	ALLY	Ally Financial Inc.	106,778	$4,906,449
4	PYPL	PayPal Holdings, Inc.	54,432	$2,350,373
5	MA	Mastercard Inc	1,675	$860,280

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,155,678	35,430	-0.8%	Shares	Sole	2026-07-31
2026-03-31	$10,792,990	35,710	+1.7%	Shares	Sole	2026-04-14
2025-12-31	$12,319,039	35,126	+1.1%	Shares	Sole	2026-01-22
2025-09-30	$11,855,444	34,728	-1.1%	Shares	Sole	2025-10-24
2025-06-30	$12,473,616	35,132	-5.1%	Shares	Sole	2025-07-22
2025-03-31	$12,979,987	37,037	-0.5%	Shares	Sole	2025-04-16
2024-12-31	$11,764,272	37,224	-1.4%	Shares	Sole	2025-01-23
2024-09-30	$10,381,562	37,758	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$9,859,423	37,564	-0.5%	Shares	Sole	2024-07-16
2024-03-31	$10,530,804	37,734	-5.8%	Shares	Other	2024-04-23
2023-12-31	$10,427,017	40,050	-1.2%	Shares	Sole	2024-01-24
2023-09-30	$9,322,535	40,531	+1.2%	Shares	Sole	2023-10-16
2023-06-30	$9,510,124	40,046	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$8,960,005	39,741	+0.9%	Shares	Sole	2023-04-19
2022-12-31	$8,182,419	39,384	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.