Marex Group’s Visa V Stock Holding History

Marex Group’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	$873K	Buy	2,888 +1,298	+82%	+$417K	0.01%	473
2025 Q4	$558K	Sell	1,590 -1,243	-44%	-$423K	0.01%	534
2025 Q3	$967K	Buy	+2,833	New	+$981K	0.01%	362
2025 Q2	–	Sell	-3,940	Closed	-$1.38M	–	936
2025 Q1	$1.38M	Buy	3,940 +408	+12%	+$138K	0.03%	206
2024 Q4	$1.12M	Sell	3,532 -5,627	-61%	-$1.69M	0.02%	228
2024 Q3	$2.52M	Buy	9,159 +184	+2%	+$49.7K	0.06%	129
2024 Q2	$2.36M	Sell	8,975 -9,020	-50%	-$2.47M	0.06%	142
2024 Q1	$5.02M	Buy	17,995 +1,891	+12%	+$522K	0.16%	88
2023 Q4	$4.19M	Buy	+16,104	New	+$3.97M	0.16%	109
2023 Q3	–	Sell	-1,548	Closed	-$368K	–	264
2023 Q2	$368K	Sell	1,548 -1,203	-44%	-$275K	0.07%	160
2023 Q1	$620K	Buy	2,751 +349	+15%	+$77.7K	0.08%	146
2022 Q4	$499K	Buy	+2,402	New	+$484K	0.07%	166

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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