Custom Index Systems’s Visa V Stock Holding History

Custom Index Systems’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	$389K	Sell	1,288 -1,780	-58%	-$572K	0.17%	168
2025 Q4	$1.08M	Sell	3,068 -865	-22%	-$295K	0.48%	58
2025 Q3	$1.34M	Buy	3,933 +1,053	+37%	+$364K	0.4%	73
2025 Q2	$1.02M	Sell	2,880 -16	-0.6%	-$5.58K	0.49%	53
2025 Q1	$1.01M	Sell	2,896 -304	-10%	-$103K	0.51%	49
2024 Q4	$1.01M	Buy	3,200 +541	+20%	+$163K	0.54%	52
2024 Q3	$731K	Buy	+2,659	New	+$719K	0.4%	75
2024 Q2	–	Sell	-887	Closed	-$248K	–	307
2024 Q1	$248K	Sell	887 -936	-51%	-$258K	0.14%	207
2023 Q4	$475K	Buy	+1,823	New	+$449K	0.29%	85

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Custom Index Systems's V Position: Q1 2026 in Review

Custom Index Systems reduced its Visa (V) stake by 58% in Q1 2026, selling an estimated $572K and leaving 1,288 shares worth $389K. The position accounts for 0.17% of the portfolio, ranked #168.

Custom Index Systems first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Custom Index Systems held 1,288 shares of Visa worth $389K as of Q1 2026.
Custom Index Systems sold 1,780 Visa shares in Q1 2026, an estimated $572K.
Visa made up 0.17% of Custom Index Systems's portfolio in Q1 2026, its #168 holding.
Custom Index Systems first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
Custom Index Systems's Visa position peaked at $1.34M in Q3 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.