BARR E S & CO V VISA INC COM CLASS A

Ownership history in BARR E S & CO  ·  33 quarters on record

AI Ownership Summary

BARR E S & CO reported VISA INC COM CLASS A (V) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows V at 0.10% 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 BARR E S & CO's position in VISA INC COM 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
2025 Q4

V was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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
2023 Q4 to 2025 Q4

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 BARR E S & CO 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)
2025 Q4 ADDED 5,258 +49 +0.9% 0.10% $1.8M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED 5,209 +77 +1.5% 0.10% $1.8M 2025-11-12 $338.18
2025 Q2 ADDED 5,132 +1,875 +57.6% 0.10% $1.8M 2025-08-12 $335.38
2025 Q1 UNCHANGED 3,257 0% 0.07% $1.1M 2025-05-15 $360.21
2024 Q4 REDUCED 3,257 -49 -1.5% 0.06% $1.0M 2025-02-13 $352.99
2024 Q3 REDUCED 3,306 -8 -0.2% 0.06% $909K 2024-11-14 $305.45
2024 Q2 REDUCED 3,314 -4 -0.1% 0.06% $870K 2024-08-14 $258.27
2024 Q1 REDUCED 3,318 -50 -1.5% 0.06% $926K 2024-05-15 $277.34
2023 Q4 ADDED 3,368 +274 +8.9% 0.06% $877K 2024-02-09 $272.34
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BARR E S & CO and V

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

How long has BARR E S & CO reported owning V?

BARR E S & CO reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in BARR E S & CO's portfolio?

The largest reported portfolio weight for V was 0.10% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when BARR E S & CO reported 5,258 shares, equal to 0.10% of portfolio, with an estimated market value of $1.8M.

What does the chart on this V ownership page compare?

The chart compares BARR E S & CO'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 BARR E S & CO time their V position?

Based on 13F filing dates vs. subsequent V price moves, BARR E S & CO correctly timed 14 out of 26 reported position changes (54%). The annualised alpha on V relative to SPY over the holding period was -0.5%.

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