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
2026
Q2 		$460K Buy
1,342
+31
+2% +$9.95K 0.28% 43
2026
Q1 		$396K Buy
1,311
+5
+0.4% +$1.61K 0.27% 43
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

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

Custos Family Office's V Position: Q2 2026 in Review

Custos Family Office increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $9.95K and bringing the position to 1,342 shares worth $460K. The position accounts for 0.28% of the portfolio, ranked #43.

Custos Family Office first reported a position in V in Q1 2022 and has held it in 8 quarters since. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Custos Family Office held 1,342 shares of Visa worth $460K as of Q2 2026.
  • Custos Family Office bought 31 Visa shares in Q2 2026, an estimated $9.95K.
  • Visa made up 0.28% of Custos Family Office's portfolio in Q2 2026, its #43 holding.
  • Custos Family Office first reported a position in Visa in Q1 2022 and has held it in 8 quarters since.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.