BARON SILVER STEVENS FINANCIAL ADVISORS, LLC V — Visa Inc Class A

Ownership history in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC  ·  21 quarters on record

AI Ownership Summary

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported Visa Inc Class A (V) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q2. The latest visible filing shows V at 0.24% 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 V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's position in Visa Inc Class A, 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 Q1

V was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q2

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 Q1

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.

V stock page BARON SILVER STEVENS FINANCIAL ADVISORS, LLC fund profile BARON SILVER STEVENS FINANCIAL ADVISORS, LLC full holdings
How BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,436 — 0% 0.24% $1.6M 2026-05-13 $320.31
2025 Q4 REDUCED 6.4% -13.6% ✅ 5,436 -371 -6.4% 0.28% $1.9M 2026-02-06 $330.21
2025 Q3 REDUCED — — — 5,807 -94 -1.6% 0.29% $2.0M 2025-10-28 $344.79
2025 Q2 ADDED — — — 5,901 +548 +10.2% 0.34% $2.1M 2025-07-17 $347.07
2025 Q1 ADDED — — — 5,353 +40 +0.8% 0.33% $1.9M 2025-05-07 $346.53
2024 Q4 UNCHANGED — — — 5,313 — 0% 0.28% $1.7M 2025-01-17 $316.06
2024 Q3 ADDED — — — 5,313 +26 +0.5% 0.26% $1.5M 2024-10-28 $280.49
2024 Q2 ADDED — — — 5,287 +1,544 +41.3% 0.26% $1.4M 2024-07-18 $265.11
2024 Q1 ADDED — — — 3,743 +442 +13.4% 0.20% $1.0M 2024-05-02 $263.11
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About BARON SILVER STEVENS FINANCIAL ADVISORS, LLC and V

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

How long has BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported owning V?

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported V across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported V position in BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for V was 0.34% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported 5,436 shares, equal to 0.24% of portfolio, with an estimated market value of $1.6M.

What does the chart on this V ownership page compare?

The chart compares BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's quarterly V 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 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on V relative to SPY over the holding period was -4.5%.

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