CFO
V icon

Custos Family Office’s Visa V Stock Holding History

Custos 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
2025
Q4 		$458K Buy
1,306
+2
+0.2% +$681 0.31% 36
2025
Q3 		$445K Buy
1,304
+165
+14% +$57.1K 0.25% 37
2025
Q2 		$405K Buy
1,139
+241
+27% +$84K 0.13% 47
2025
Q1 		$315K Buy
898
+7
+0.8% +$2.37K 0.11% 50
2024
Q4 		$282K Buy
+891
New +$268K 0.1% 58
2022
Q2 		– Sell
-928
Closed -$206K – 29
2022
Q1 		$206K Buy
+928
New +$201K 0.17% 24

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Custos Family Office's V Position: Q4 2025 in Review

Custos Family Office increased its Visa (V) stake by 0.15% in Q4 2025, buying an estimated $681 and bringing the position to 1,306 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #36.

Custos Family Office first reported a position in V in Q1 2022 and has held it in 6 quarters since. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Custos Family Office held 1,306 shares of Visa worth $458K as of Q4 2025.
  • Custos Family Office bought 2 Visa shares in Q4 2025, an estimated $681.
  • Visa made up 0.31% of Custos Family Office's portfolio in Q4 2025, its #36 holding.
  • Custos Family Office first reported a position in Visa in Q1 2022 and has held it in 6 quarters since.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.