BENDER ROBERT & ASSOCIATES V — VISA INC

Ownership history in BENDER ROBERT & ASSOCIATES  ·  15 quarters on record

AI Ownership Summary

BENDER ROBERT & ASSOCIATES reported VISA INC (V) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows V at 0.06% 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 BENDER ROBERT & ASSOCIATES's position in VISA INC, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
2023 Q4 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 BENDER ROBERT & ASSOCIATES fund profile BENDER ROBERT & ASSOCIATES full holdings
How BENDER ROBERT & ASSOCIATES 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 Q1 REDUCED — — — 864 -4 -0.5% 0.06% $261K 2026-04-23 $308.88
2025 Q4 REDUCED 13.5% -13.6% ✅ 868 -136 -13.5% 0.06% $305K 2026-01-29 $331.12
2025 Q3 REDUCED — — — 1,004 -47 -4.5% 0.07% $343K 2025-10-22 $343.97
2025 Q2 ADDED — — — 1,051 +42 +4.2% 0.08% $373K 2025-07-24 $351.92
2025 Q1 UNCHANGED — — — 1,009 — 0% 0.09% $354K 2025-04-18 $327.16
2024 Q4 ADDED — — — 1,009 +115 +12.9% 0.08% $319K 2025-02-07 $344.85
2024 Q3 REDUCED 13.9% +14.9% ❌ 894 -144 -13.9% 0.05% $246K 2024-10-30 $286.98
2024 Q2 ADDED — — — 1,038 +1 +0.1% 0.06% $272K 2024-07-30 $259.69
2024 Q1 REDUCED — — — 1,037 -5 -0.5% 0.07% $289K 2024-04-23 $270.06
2023 Q4 REDUCED 7.0% +7.1% ❌ 1,042 -78 -7.0% 0.07% $271K 2024-01-31 $268.72
5 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

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% HughesLittle Investment Management Ltd. 9.9% 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% Cryder Capital Partners LLP 3Y 7Y 7.82%

FAQ About BENDER ROBERT & ASSOCIATES and V

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

How long has BENDER ROBERT & ASSOCIATES reported owning V?

BENDER ROBERT & ASSOCIATES reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in BENDER ROBERT & ASSOCIATES's portfolio?

The largest reported portfolio weight for V was 0.09% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when BENDER ROBERT & ASSOCIATES reported 864 shares, equal to 0.06% of portfolio, with an estimated market value of $261K.

What does the chart on this V ownership page compare?

The chart compares BENDER ROBERT & ASSOCIATES'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 BENDER ROBERT & ASSOCIATES time their V position?

Based on 13F filing dates vs. subsequent V price moves, BENDER ROBERT & ASSOCIATES correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on V relative to SPY over the holding period was -6.3%.

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