Family CFO’s Visa V Stock Holding History

Family CFO’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	–	Sell	-12	Closed	-$4.21K	–	82
2025 Q4	$4.21K	Buy	+12	New	+$4.09K	﹤0.01%	78
2025 Q3	–	Sell	-12	Closed	-$4.26K	–	78
2025 Q2	$4.26K	Buy	+12	New	+$4.18K	﹤0.01%	80
2025 Q1	–	Sell	-12	Closed	-$3.79K	–	91
2024 Q4	$3.79K	Buy	+12	New	+$3.61K	﹤0.01%	75

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Family CFO's V Position: Q1 2026 in Review

Family CFO sold out of Visa (V) in Q1 2026, closing a stake of 12 shares — an estimated $4.21K sold.

Family CFO first reported a position in V in Q4 2024 and held it in 3 quarters. The position peaked at $4.26K in Q2 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

Family CFO reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Family CFO sold 12 Visa shares in Q1 2026, an estimated $4.21K.
Family CFO first reported a position in Visa in Q4 2024 and held it in 3 quarters.
Family CFO's Visa position peaked at $4.26K in Q2 2025.
4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.