CFO
V icon

Callan Family Office’s Visa V Stock Holding History

Callan 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 		$48.4M Buy
141,136
+8,788
+7% +$2.82M 0.95% 16
2026
Q1 		$40M Sell
132,348
-9,729
-7% -$3.13M 0.91% 14
2025
Q4 		$49.8M Buy
142,077
+39,267
+38% +$13.4M 1.07% 15
2025
Q3 		$35.1M Sell
102,810
-3,065
-3% -$1.06M 1.12% 12
2025
Q2 		$37.6M Buy
105,875
+64,351
+155% +$22.4M 1.19% 11
2025
Q1 		$14.6M Sell
41,524
-6,550
-14% -$2.22M 1.09% 17
2024
Q4 		$15.2M Buy
48,074
+44,594
+1,281% +$13.4M 0.97% 19
2024
Q3 		$957K Buy
3,480
+129
+4% +$34.9K 0.16% 70
2024
Q2 		$880K Buy
3,351
+878
+36% +$241K 0.17% 64
2024
Q1 		$690K Buy
2,473
+1,483
+150% +$409K 0.16% 52
2023
Q4 		$258K Buy
+990
New +$244K 0.06% 86

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

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

Callan Family Office increased its Visa (V) stake by 6.6% in Q2 2026, buying an estimated $2.82M and bringing the position to 141,136 shares worth $48.4M. The position accounts for 0.95% of the portfolio, ranked #16.

Callan Family Office first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.8M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Callan Family Office held 141,136 shares of Visa worth $48.4M as of Q2 2026.
  • Callan Family Office bought 8,788 Visa shares in Q2 2026, an estimated $2.82M.
  • Visa made up 0.95% of Callan Family Office's portfolio in Q2 2026, its #16 holding.
  • Callan Family Office first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Callan Family Office's Visa position peaked at $49.8M in Q4 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.