BFO
V icon

Boston Family Office’s Visa V Stock Holding History

Boston Family Office’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
2026
Q2 		$45.1M Sell
131,573
-1,510
-1% -$485K 2.74% 7
2026
Q1 		$40.2M Sell
133,083
-5,141
-4% -$1.65M 2.68% 6
2025
Q4 		$48.5M Buy
138,224
+251
+0.2% +$85.5K 3.07% 5
2025
Q3 		$47.1M Sell
137,973
-707
-0.5% -$245K 3% 5
2025
Q2 		$49.2M Buy
138,680
+1,299
+0.9% +$453K 3.27% 4
2025
Q1 		$48.1M Sell
137,381
-1,491
-1% -$505K 3.41% 3
2024
Q4 		$43.9M Sell
138,872
-1,862
-1% -$560K 3.01% 4
2024
Q3 		$38.7M Buy
140,734
+991
+0.7% +$268K 2.62% 4
2024
Q2 		$36.7M Sell
139,743
-888
-0.6% -$243K 2.64% 5
2024
Q1 		$39.2M Sell
140,631
-1,117
-0.8% -$308K 2.82% 4
2023
Q4 		$36.9M Sell
141,748
-2,775
-2% -$684K 2.77% 4
2023
Q3 		$33.2M Buy
144,523
+220
+0.2% +$52.9K 2.72% 4
2023
Q2 		$34.3M Sell
144,303
-2,045
-1% -$468K 2.63% 4
2023
Q1 		$33M Sell
146,348
-298
-0.2% -$66.3K 2.64% 4
2022
Q4 		$30.5M Buy
146,646
+1,152
+0.8% +$232K 2.53% 3
2022
Q3 		$25.8M Buy
145,494
+2,757
+2% +$561K 2.3% 6
2022
Q2 		$28.1M Buy
142,737
+4,340
+3% +$897K 2.35% 6
2022
Q1 		$30.7M Buy
138,397
+3,002
+2% +$649K 2.18% 7
2021
Q4 		$29.3M Buy
135,395
+14,003
+12% +$3.01M 1.91% 12
2021
Q3 		$27M Buy
121,392
+716
+0.6% +$168K 1.96% 11
2021
Q2 		$28.2M Buy
120,676
+40
+0% +$9.14K 2.01% 10
2021
Q1 		$25.5M Buy
120,636
+1,253
+1% +$264K 1.92% 10
2020
Q4 		$26.1M Buy
119,383
+1,600
+1% +$327K 2.01% 9
2020
Q3 		$23.6M Buy
117,783
+104
+0.1% +$20.8K 2.14% 9
2020
Q2 		$22.7M Buy
117,679
+4,755
+4% +$869K 2.21% 9
2020
Q1 		$18.2M Buy
112,924
+3,456
+3% +$651K 2.15% 9
2019
Q4 		$20.6M Sell
109,468
-377
-0.3% -$67.9K 1.96% 9
2019
Q3 		$18.9M Sell
109,845
-149
-0.1% -$26.5K 1.96% 9
2019
Q2 		$19.1M Buy
109,994
+3,037
+3% +$497K 1.98% 9
2019
Q1 		$16.7M Buy
106,957
+11,121
+12% +$1.6M 1.81% 11
2018
Q4 		$12.6M Buy
95,836
+12,831
+15% +$1.77M 1.57% 13
2018
Q3 		$12.5M Buy
83,005
+6,849
+9% +$974K 1.31% 21
2018
Q2 		$10.1M Buy
76,156
+11,401
+18% +$1.47M 1.14% 23
2018
Q1 		$7.75M Buy
64,755
+9,009
+16% +$1.09M 0.88% 38
2017
Q4 		$6.36M Buy
55,746
+258
+0.5% +$28.5K 0.7% 51
2017
Q3 		$5.84M Buy
55,488
+2,495
+5% +$253K 0.66% 55
2017
Q2 		$4.97M Buy
52,993
+1,175
+2% +$109K 0.59% 58
2017
Q1 		$4.61M Buy
51,818
+3,130
+6% +$269K 0.57% 61
2016
Q4 		$3.8M Buy
48,688
+135
+0.3% +$10.9K 0.49% 64
2016
Q3 		$4.01M Buy
48,553
+2,638
+6% +$211K 0.52% 64
2016
Q2 		$3.41M Buy
45,915
+9,880
+27% +$774K 0.44% 71
2016
Q1 		$2.76M Buy
36,035
+9,500
+36% +$690K 0.36% 86
2015
Q4 		$2.06M Sell
26,535
-564
-2% -$43.7K 0.28% 101
2015
Q3 		$1.89M Buy
27,099
+275
+1% +$19.6K 0.26% 104
2015
Q2 		$1.8M Buy
26,824
+4,208
+19% +$285K 0.23% 112
2015
Q1 		$1.48M Buy
22,616
+3,796
+20% +$251K 0.18% 125
2014
Q4 		$1.23M Buy
18,820
+200
+1% +$12K 0.15% 139
2014
Q3 		$993K Buy
18,620
+240
+1% +$12.9K 0.13% 148
2014
Q2 		$968K Buy
18,380
+1,400
+8% +$73.2K 0.12% 155
2014
Q1 		$916K Sell
16,980
-1,840
-10% -$102K 0.12% 156
2013
Q4 		$1.05M Buy
18,820
+600
+3% +$30.3K 0.14% 141
2013
Q3 		$870K Buy
18,220
+1,120
+7% +$51.8K 0.12% 152
2013
Q2 		$781K Buy
+17,100
New +$748K 0.12% 154

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Family Office's V Position: Q2 2026 in Review

Boston Family Office reduced its Visa (V) stake by 1.1% in Q2 2026, selling an estimated $485K and leaving 131,573 shares worth $45.1M. The position accounts for 2.74% of the portfolio, ranked #7.

Boston Family Office first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.2M in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Boston Family Office held 131,573 shares of Visa worth $45.1M as of Q2 2026.
  • Boston Family Office sold 1,510 Visa shares in Q2 2026, an estimated $485K.
  • Visa made up 2.74% of Boston Family Office's portfolio in Q2 2026, its #7 holding.
  • Boston Family Office first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Boston Family Office's Visa position peaked at $49.2M in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.