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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
Q2 		$440K Sell
1,282
-6
-0.5% -$1.93K 0.16% 161
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
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

Custom Index Systems's V Position: Q2 2026 in Review

Custom Index Systems reduced its Visa (V) stake by 0.47% in Q2 2026, selling an estimated $1.93K and leaving 1,282 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #161.

Custom Index Systems first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Custom Index Systems held 1,282 shares of Visa worth $440K as of Q2 2026.
  • Custom Index Systems sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.16% of Custom Index Systems's portfolio in Q2 2026, its #161 holding.
  • Custom Index Systems first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Visa position peaked at $1.34M in Q3 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.