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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Callan Family Office's V Position: Q1 2026 in Review

Callan Family Office reduced its Visa (V) stake by 6.8% in Q1 2026, selling an estimated $3.13M and leaving 132,348 shares worth $40M. The position accounts for 0.91% of the portfolio, ranked #14.

Callan Family Office first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.8M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Callan Family Office held 132,348 shares of Visa worth $40M as of Q1 2026.
  • Callan Family Office sold 9,729 Visa shares in Q1 2026, an estimated $3.13M.
  • Visa made up 0.91% of Callan Family Office's portfolio in Q1 2026, its #14 holding.
  • Callan Family Office first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Callan Family Office's Visa position peaked at $49.8M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.