CFO
V icon

Collective Family Office’s Visa V Stock Holding History

Collective 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 		$506K Sell
1,474
-84
-5% -$27K 0.1% 120
2026
Q1 		$471K Sell
1,558
-101
-6% -$32.5K 0.11% 111
2025
Q4 		$582K Sell
1,659
-45
-3% -$15.3K 0.13% 106
2025
Q3 		$582K Sell
1,704
-78
-4% -$27K 0.14% 106
2025
Q2 		$633K Sell
1,782
-136
-7% -$47.4K 0.16% 97
2025
Q1 		$672K Sell
1,918
-101
-5% -$34.2K 0.18% 91
2024
Q4 		$638K Sell
2,019
-34
-2% -$10.2K 0.18% 97
2024
Q3 		$564K Sell
2,053
-145
-7% -$39.2K 0.15% 100
2024
Q2 		$577K Sell
2,198
-31
-1% -$8.5K 0.17% 107
2024
Q1 		$622K Buy
2,229
+144
+7% +$39.8K 0.2% 99
2023
Q4 		$543K Sell
2,085
-14
-0.7% -$3.45K 0.19% 99
2023
Q3 		$483K Sell
2,099
-35
-2% -$8.41K 0.19% 103
2023
Q2 		$507K Hold
2,134
– – 0.2% 103
2023
Q1 		$481K Sell
2,134
-133
-6% -$29.6K 0.2% 98
2022
Q4 		$471K Sell
2,267
-72
-3% -$14.5K 0.21% 98
2022
Q3 		$416K Sell
2,339
-1,060
-31% -$216K 0.21% 111
2022
Q2 		$669K Hold
3,399
– – 0.29% 90
2022
Q1 		$754K Sell
3,399
-687
-17% -$149K 0.29% 93
2021
Q4 		$885K Sell
4,086
-136
-3% -$29.2K 0.35% 80
2021
Q3 		$940K Sell
4,222
-209
-5% -$49K 0.4% 67
2021
Q2 		$1.04M Hold
4,431
– – 0.44% 63
2021
Q1 		$938K Buy
4,431
+222
+5% +$46.7K 0.46% 64
2020
Q4 		$921K Buy
+4,209
New +$861K 0.51% 59

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return