TFF
V icon

The Family Firm’s Visa V Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-1,521
Closed -$533K – 192
2025
Q1 		$533K Buy
1,521
+2
+0.1% +$677 0.12% 110
2024
Q4 		$480K Sell
1,519
-146
-9% -$43.9K 0.11% 117
2024
Q3 		$458K Buy
1,665
+298
+22% +$80.6K 0.1% 124
2024
Q2 		$359K Buy
1,367
+47
+4% +$12.9K 0.08% 138
2024
Q1 		$368K Buy
1,320
+2
+0.2% +$552 0.09% 137
2023
Q4 		$343K Buy
1,318
+2
+0.2% +$493 0.09% 135
2023
Q3 		$303K Sell
1,316
-66
-5% -$15.9K 0.09% 136
2023
Q2 		$328K Buy
1,382
+3
+0.2% +$687 0.09% 139
2023
Q1 		$311K Buy
1,379
+22
+2% +$4.9K 0.09% 139
2022
Q4 		$282K Buy
1,357
+50
+4% +$10.1K 0.08% 150
2022
Q3 		$232K Buy
1,307
+2
+0.2% +$407 0.07% 157
2022
Q2 		$257K Buy
1,305
+34
+3% +$7.03K 0.08% 159
2022
Q1 		$282K Buy
1,271
+2
+0.2% +$433 0.07% 151
2021
Q4 		$275K Buy
1,269
+2
+0.2% +$429 0.07% 151
2021
Q3 		$293K Buy
1,267
+89
+8% +$20.9K 0.08% 137
2021
Q2 		$275K Buy
1,178
+2
+0.2% +$457 0.07% 146
2021
Q1 		$249K Buy
1,176
+41
+4% +$8.63K 0.07% 149
2020
Q4 		$229K Buy
1,135
+121
+12% +$24.8K 0.07% 152
2020
Q3 		$203K Buy
+1,014
New +$203K 0.07% 137
2019
Q4 		– Sell
-1,169
Closed -$201K – 157
2019
Q3 		$201K Buy
1,169
+1
+0.1% +$178 0.07% 140
2019
Q2 		$203K Buy
+1,168
New +$191K 0.07% 140

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

The Family Firm's V Position: Q2 2025 in Review

The Family Firm sold out of Visa (V) in Q2 2025, closing a stake of 1,521 shares — an estimated $533K sold.

The Family Firm first reported a position in V in Q2 2019 and held it in 21 quarters. The position peaked at $533K in Q1 2025. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • The Family Firm reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,521 Visa shares in Q2 2025, an estimated $533K.
  • The Family Firm first reported a position in Visa in Q2 2019 and held it in 21 quarters.
  • The Family Firm's Visa position peaked at $533K in Q1 2025.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.