Standard Family Office’s Visa V Stock Holding History

Standard 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	$185K	Hold	612	–	–	0.19%	10
2025 Q4	$215K	Hold	612	–	–	0.23%	9
2025 Q3	$209K	Hold	612	–	–	0.23%	9
2025 Q2	$217K	Hold	612	–	–	0.25%	8
2025 Q1	$214K	Sell	612 -459	-43%	-$155K	0.28%	8
2024 Q4	$338K	Hold	1,071	–	–	0.41%	8
2024 Q3	$294K	Hold	1,071	–	–	0.36%	9
2024 Q2	$281K	Hold	1,071	–	–	0.36%	11
2024 Q1	$299K	Buy	+1,071	New	+$296K	0.4%	8
2022 Q4	–	Sell	-1,517	Closed	-$269K	–	430
2022 Q3	$269K	Hold	1,517	–	–	0.12%	27
2022 Q2	$299K	Buy	+1,517	New	+$314K	2.96%	6
2022 Q1	–	Sell	-10	Closed	-$2K	–	232
2021 Q4	$2K	Sell	10 -140	-93%	-$30.1K	0.02%	197
2021 Q3	$33K	Sell	150 -13,495	-99%	-$3.16M	0.01%	60
2021 Q2	$3.19M	Buy	13,645 +150	+1%	+$34.3K	0.66%	9
2021 Q1	$2.86M	Sell	13,495 -135	-1%	-$28.4K	0.67%	9
2020 Q4	$2.98M	Buy	+13,630	New	+$2.79M	0.71%	8

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Standard Family Office held its Visa (V) position steady in Q1 2026 at 612 shares worth $185K. The position accounts for 0.19% of the portfolio, ranked #10.

Standard Family Office first reported a position in V in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.19M in Q2 2021. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Standard Family Office held 612 shares of Visa worth $185K as of Q1 2026.
Standard Family Office left its Visa share count unchanged in Q1 2026.
Visa made up 0.19% of Standard Family Office's portfolio in Q1 2026, its #10 holding.
Standard Family Office first reported a position in Visa in Q4 2020 and has held it in 16 quarters since.
Standard Family Office's Visa position peaked at $3.19M in Q2 2021.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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