Ballentine Partners, LLC TV GRUPO TELEVISA S A B

Ownership history in Ballentine Partners, LLC  ·  11 quarters on record

AI Ownership Summary

Ballentine Partners, LLC reported GRUPO TELEVISA S A B (TV) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows TV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballentine Partners, LLC's position in GRUPO TELEVISA S A B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ballentine Partners, LLC held TV — position size vs. price
% of Fund (quarterly)    TV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 20,754 +1,320 +6.8% 0.00% $56K 2026-07-17 $2.71
2026 Q1 ADDED 19,434 +156 +0.8% 0.00% $57K 2026-05-14 $2.82
2025 Q4 ADDED 19,278 +1,025 +5.6% 0.00% $56K 2026-02-03 $3.19
2025 Q3 ADDED 18,253 +1,816 +11.0% 0.00% $49K 2025-11-03 $2.59
2025 Q2 REDUCED 10.1% +20.6% 16,437 -1,845 -10.1% 0.00% $36K 2025-07-15 $2.12
2025 Q1 ADDED 18,282 +306 +1.7% 0.00% $32K 2025-05-01 $1.68
2024 Q4 REDUCED 51.5% +4.4% 17,976 -19,063 -51.5% 0.00% $30K 2025-01-16 $1.64
2024 Q3 ADDED 37,039 +5,658 +18.0% 0.00% $95K 2024-10-23 $2.19
2024 Q2 ADDED 31,381 +5,939 +23.3% 0.00% $87K 2024-08-06 $1.88
2024 Q1 ADDED 25,442 +10,828 +74.1% 0.00% $81K 2024-04-11 $3.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ballentine Partners, LLC and TV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballentine Partners, LLC reported owning TV?

Ballentine Partners, LLC reported TV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TV position in Ballentine Partners, LLC's portfolio?

The largest reported portfolio weight for TV was 0.00% in 2024 Q3.

What is the latest reported TV position on this page?

The most recent filing on this page is 2026 Q2, when Ballentine Partners, LLC reported 20,754 shares, equal to 0.00% of portfolio, with an estimated market value of $56K.

What does the chart on this TV ownership page compare?

The chart compares Ballentine Partners, LLC's quarterly TV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ballentine Partners, LLC time their TV position?

Based on 13F filing dates vs. subsequent TV price moves, Ballentine Partners, LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on TV relative to SPY over the holding period was -11.8%.

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