BDF-GESTION V — VISA INC-CLASS A SHARES

Ownership history in BDF-GESTION  ·  8 quarters on record

AI Ownership Summary

BDF-GESTION reported VISA INC-CLASS A SHARES (V) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.85% in 2025 Q1. The latest visible filing shows V at 1.44% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in VISA INC-CLASS A SHARES, 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 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2025 Q1

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 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 BDF-GESTION fund profile BDF-GESTION full holdings
How BDF-GESTION 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 35,735 — 0% 1.44% $10.8M 2026-04-10 $304.36
2025 Q4 REDUCED — — — 35,735 -382 -1.1% 1.53% $12.5M 2026-01-09 $349.05
2025 Q3 REDUCED 17.2% +4.1% ❌ 36,117 -7,511 -17.2% 1.46% $12.3M 2025-10-09 $345.64
2025 Q2 REDUCED 9.8% -4.0% ✅ 43,628 -4,754 -9.8% 1.73% $15.5M 2025-07-11 $345.92
2025 Q1 REDUCED 11.5% +1.5% ❌ 48,382 -6,284 -11.5% 1.85% $17.0M 2025-04-17 $327.16
2024 Q4 UNCHANGED — — — 54,666 — 0% 0.17% $1.6M 2025-01-17 $316.71
2024 Q3 UNCHANGED — — — 54,666 — 0% 0.17% $1.6M 2024-10-15 $276.22
2024 Q2 INITIATED — — — 54,666 — — 1.38% $14.3M 2024-07-11 $259.15

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29%

FAQ About BDF-GESTION and V

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

How long has BDF-GESTION reported owning V?

BDF-GESTION reported V across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported V position in BDF-GESTION's portfolio?

The largest reported portfolio weight for V was 1.85% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when BDF-GESTION reported 35,735 shares, equal to 1.44% of portfolio, with an estimated market value of $10.8M.

What does the chart on this V ownership page compare?

The chart compares BDF-GESTION'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 BDF-GESTION time their V position?

Based on 13F filing dates vs. subsequent V price moves, BDF-GESTION correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on V relative to SPY over the holding period was -3.4%.

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