CFO
V icon

CVA Family Office’s Visa V Stock Holding History

CVA 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
Q1 		$2.04M Buy
6,759
+808
+14% +$260K 0.22% 69
2025
Q4 		$2.09M Sell
5,951
-74
-1% -$25.2K 0.24% 62
2025
Q3 		$2.06M Sell
6,025
-65
-1% -$22.5K 0.26% 64
2025
Q2 		$2.16M Sell
6,090
-19
-0.3% -$6.62K 0.3% 60
2025
Q1 		$2.14M Buy
6,109
+123
+2% +$41.6K 0.33% 56
2024
Q4 		$1.89M Buy
5,986
+2,075
+53% +$624K 0.3% 59
2024
Q3 		$1.08M Sell
3,911
-648
-14% -$175K 0.17% 88
2024
Q2 		$1.2M Buy
4,559
+45
+1% +$12.3K 0.22% 73
2024
Q1 		$1.26M Buy
4,514
+9
+0.2% +$2.48K 0.23% 74
2023
Q4 		$1.17M Sell
4,505
-170
-4% -$41.9K 0.23% 73
2023
Q3 		$1.08M Buy
4,675
+101
+2% +$24.3K 0.25% 76
2023
Q2 		$1.09M Buy
4,574
+803
+21% +$184K 0.23% 76
2023
Q1 		$850K Buy
3,771
+205
+6% +$45.6K 0.19% 79
2022
Q4 		$741K Sell
3,566
-240
-6% -$48.4K 0.18% 86
2022
Q3 		$676K Sell
3,806
-765
-17% -$156K 0.18% 90
2022
Q2 		$900K Buy
4,571
+690
+18% +$143K 0.24% 72
2022
Q1 		$861K Buy
3,881
+510
+15% +$110K 0.21% 76
2021
Q4 		$731K Buy
3,371
+2,806
+497% +$602K 0.18% 84
2021
Q3 		$113K Sell
565
-3,181
-85% -$746K 0.08% 114
2021
Q2 		$876K Buy
3,746
+1,911
+104% +$437K 0.25% 64
2021
Q1 		$389K Buy
1,835
+1,270
+225% +$267K 0.15% 87
2020
Q4 		$124K Hold
565
– – 0.08% 116
2020
Q3 		$113K Buy
565
+365
+183% +$72.9K 0.08% 114
2020
Q2 		$39K Hold
200
– – 0.03% 180
2020
Q1 		$32K Buy
+200
New +$37.7K 0.03% 171

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

CVA Family Office's V Position: Q1 2026 in Review

CVA Family Office increased its Visa (V) stake by 14% in Q1 2026, buying an estimated $260K and bringing the position to 6,759 shares worth $2.04M. The position accounts for 0.22% of the portfolio, ranked #69.

CVA Family Office first reported a position in V in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.16M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • CVA Family Office held 6,759 shares of Visa worth $2.04M as of Q1 2026.
  • CVA Family Office bought 808 Visa shares in Q1 2026, an estimated $260K.
  • Visa made up 0.22% of CVA Family Office's portfolio in Q1 2026, its #69 holding.
  • CVA Family Office first reported a position in Visa in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Visa position peaked at $2.16M in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.