BARR E S & CO V — VISA INC COM CLASS A

Ownership history in BARR E S & CO  ·  36 quarters on record

AI Ownership Summary

BARR E S & CO reported VISA INC COM CLASS A (V) in 36 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q3. The latest visible filing shows V at 0.12% 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
2026 Q3

V was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 BARR E S & CO fund profile BARR E S & CO full holdings
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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,613 +225 +4.2% 0.12% $2.0M 2026-11-06 $422.89
2026 Q2 UNCHANGED — — — 5,388 — 0% 0.10% $1.8M 2026-08-13 $365.45
2026 Q1 ADDED — — — 5,388 +130 +2.5% 0.09% $1.6M 2026-05-13 $319.72
2025 Q4 ADDED — — — 5,258 +49 +0.9% 0.10% $1.8M 2026-02-05 $327.17
2025 Q3 ADDED — — — 5,209 +77 +1.5% 0.10% $1.8M 2025-11-12 $336.86
2025 Q2 ADDED — — — 5,132 +1,875 +57.6% 0.10% $1.8M 2025-08-12 $334.07
2025 Q1 UNCHANGED — — — 3,257 — 0% 0.07% $1.1M 2025-05-15 $358.79
2024 Q4 REDUCED — — — 3,257 -49 -1.5% 0.06% $1.0M 2025-02-13 $351.60
2024 Q3 REDUCED — — — 3,306 -8 -0.2% 0.06% $909K 2024-11-14 $304.25
2024 Q2 REDUCED — — — 3,314 -4 -0.1% 0.06% $870K 2024-08-14 $257.26
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Hingham Institution for Savings 17.73% Egerton Capital (UK) LLP 3Y 7Y 14.93% Troy Asset Management Ltd 3Y 7Y 13.96% MFF Capital Investments Ltd 11.62% Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Park State Asset Management 3Y 10.08% Luma Capital S.A. - SPF 10.03% Gladstone Capital Management LLP 3Y 7Y 9.98%

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 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for V was 0.12% in 2026 Q3.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when BARR E S & CO reported 5,613 shares, equal to 0.12% of portfolio, with an estimated market value of $2.0M.

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 15 out of 28 reported position changes (54%). The annualised alpha on V relative to SPY over the holding period was +1.6%.

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