FFO
V icon

Fiduciary Family Office’s Visa V Stock Holding History

Fiduciary 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 		$3.15M Sell
9,179
-641
-7% -$206K 0.79% 20
2026
Q1 		$2.97M Sell
9,820
-864
-8% -$278K 0.85% 21
2025
Q4 		$3.75M Sell
10,684
-634
-6% -$216K 1.08% 12
2025
Q3 		$3.86M Buy
11,318
+583
+5% +$202K 1.1% 13
2025
Q2 		$3.81M Sell
10,735
-398
-4% -$139K 1.25% 12
2025
Q1 		$3.9M Buy
+11,133
New +$3.77M 1.3% 8
2024
Q4 		– Sell
-10,489
Closed -$2.88M – 241
2024
Q3 		$2.88M Buy
10,489
+1,630
+18% +$441K 0.95% 12
2024
Q2 		$2.33M Sell
8,859
-95
-1% -$26K 0.92% 15
2024
Q1 		$2.5M Sell
8,954
-155
-2% -$42.8K 0.98% 15
2023
Q4 		$2.37M Buy
+9,109
New +$2.25M 1.04% 10

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

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

Fiduciary Family Office reduced its Visa (V) stake by 6.5% in Q2 2026, selling an estimated $206K and leaving 9,179 shares worth $3.15M. The position accounts for 0.79% of the portfolio, ranked #20.

Fiduciary Family Office first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q1 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fiduciary Family Office held 9,179 shares of Visa worth $3.15M as of Q2 2026.
  • Fiduciary Family Office sold 641 Visa shares in Q2 2026, an estimated $206K.
  • Visa made up 0.79% of Fiduciary Family Office's portfolio in Q2 2026, its #20 holding.
  • Fiduciary Family Office first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Visa position peaked at $3.9M in Q1 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.