BOWEN HANES & CO INC V — VISA

Ownership history in BOWEN HANES & CO INC  ·  49 quarters on record

AI Ownership Summary

BOWEN HANES & CO INC reported VISA (V) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.09% in 2025 Q1. The latest visible filing shows V at 1.84% 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 BOWEN HANES & CO INC's position in VISA, 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 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% 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 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.

V stock page BOWEN HANES & CO INC fund profile BOWEN HANES & CO INC full holdings
How BOWEN HANES & CO INC 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 REDUCED — — — 209,247 -5,128 -2.4% 1.84% $73.4M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED — — — 214,375 +70 +0.0% 1.83% $73.2M 2025-11-10 $333.50
2025 Q2 REDUCED — — — 214,305 -55 -0.0% 1.92% $76.1M 2025-08-12 $335.38
2025 Q1 REDUCED — — — 214,360 -6,680 -3.0% 2.09% $75.1M 2025-05-14 $354.40
2024 Q4 ADDED — — — 221,040 +52 +0.0% 1.87% $69.9M 2025-02-10 $348.04
2024 Q3 REDUCED — — — 220,988 -1,346 -0.6% 1.59% $60.8M 2024-11-12 $307.03
2024 Q2 REDUCED — — — 222,334 -8,406 -3.6% 1.62% $58.4M 2024-08-12 $257.04
2024 Q1 REDUCED — — — 230,740 -137 -0.1% 1.84% $64.4M 2024-05-13 $275.26
2023 Q4 REDUCED — — — 230,877 -250 -0.1% 1.81% $60.1M 2024-02-12 $271.00
40 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% Luma Capital S.A. - SPF 9.89% 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% XXEC, Inc. 3Y 7.29% WORMSER FRERES GESTION 6.98% AMIRAL GESTION 6.93%

FAQ About BOWEN HANES & CO INC and V

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

How long has BOWEN HANES & CO INC reported owning V?

BOWEN HANES & CO INC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in BOWEN HANES & CO INC's portfolio?

The largest reported portfolio weight for V was 2.09% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when BOWEN HANES & CO INC reported 209,247 shares, equal to 1.84% of portfolio, with an estimated market value of $73.4M.

What does the chart on this V ownership page compare?

The chart compares BOWEN HANES & CO INC'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 BOWEN HANES & CO INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, BOWEN HANES & CO INC correctly timed 21 out of 48 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was +2.9%.

← Back to BOWEN HANES & CO INC Holdings