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
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 $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

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

Fiduciary Family Office reduced its Visa (V) stake by 8.1% in Q1 2026, selling an estimated $278K and leaving 9,820 shares worth $2.97M. The position accounts for 0.85% of the portfolio, ranked #21.

Fiduciary Family Office first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.9M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fiduciary Family Office held 9,820 shares of Visa worth $2.97M as of Q1 2026.
  • Fiduciary Family Office sold 864 Visa shares in Q1 2026, an estimated $278K.
  • Visa made up 0.85% of Fiduciary Family Office's portfolio in Q1 2026, its #21 holding.
  • Fiduciary Family Office first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
  • Fiduciary Family Office's Visa position peaked at $3.9M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.