SFO
V icon

Stokes Family Office’s Visa V Stock Holding History

Stokes 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 		$3.23M Sell
9,425
-979
-9% -$314K 0.38% 74
2026
Q1 		$3.14M Sell
10,404
-1,918
-16% -$617K 0.32% 78
2025
Q4 		$4.32M Buy
12,322
+2,159
+21% +$736K 0.4% 64
2025
Q3 		$3.47M Buy
10,163
+1,602
+19% +$554K 0.33% 70
2025
Q2 		$3.04M Buy
8,561
+81
+1% +$28.2K 0.32% 71
2025
Q1 		$2.97M Sell
8,480
-2,411
-22% -$816K 0.33% 69
2024
Q4 		$3.44M Buy
10,891
+3,324
+44% +$1,000K 0.37% 63
2024
Q3 		$2.08M Buy
7,567
+248
+3% +$67K 0.23% 78
2024
Q2 		$1.92M Buy
7,319
+466
+7% +$128K 0.23% 82
2024
Q1 		$1.91M Buy
6,853
+315
+5% +$87K 0.24% 85
2023
Q4 		$1.7M Sell
6,538
-11,654
-64% -$2.87M 0.23% 87
2023
Q3 		$4.18M Buy
18,192
+335
+2% +$80.5K 0.49% 48
2023
Q2 		$4.24M Buy
17,857
+476
+3% +$109K 0.49% 44
2023
Q1 		$3.92M Buy
17,381
+1,093
+7% +$243K 0.49% 48
2022
Q4 		$3.38M Buy
16,288
+476
+3% +$96K 0.44% 54
2022
Q3 		$2.81M Sell
15,812
-1,880
-11% -$383K 0.4% 57
2022
Q2 		$3.48M Buy
17,692
+2,764
+19% +$571K 0.48% 52
2022
Q1 		$3.31M Buy
14,928
+1,962
+15% +$424K 0.44% 55
2021
Q4 		$2.81M Buy
12,966
+992
+8% +$213K 0.35% 59
2021
Q3 		$2.67M Sell
11,974
-149
-1% -$34.9K 0.37% 59
2021
Q2 		$2.83M Buy
12,123
+902
+8% +$206K 0.4% 55
2021
Q1 		$2.37M Sell
11,221
-467
-4% -$98.3K 0.37% 58
2020
Q4 		$2.56M Buy
11,688
+2,250
+24% +$460K 0.5% 48
2020
Q3 		$1.89M Buy
9,438
+2,824
+43% +$564K 0.43% 52
2020
Q2 		$1.28M Sell
6,614
-3,898
-37% -$712K 0.32% 65
2020
Q1 		$1.69M Buy
10,512
+70
+0.7% +$13.2K 0.45% 49
2019
Q4 		$1.97M Buy
+10,442
New +$1.88M 0.44% 51

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

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

Stokes Family Office reduced its Visa (V) stake by 9.4% in Q2 2026, selling an estimated $314K and leaving 9,425 shares worth $3.23M. The position accounts for 0.38% of the portfolio, ranked #74.

Stokes Family Office first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.32M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stokes Family Office held 9,425 shares of Visa worth $3.23M as of Q2 2026.
  • Stokes Family Office sold 979 Visa shares in Q2 2026, an estimated $314K.
  • Visa made up 0.38% of Stokes Family Office's portfolio in Q2 2026, its #74 holding.
  • Stokes Family Office first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Visa position peaked at $4.32M in Q4 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.