Bowman & Co S.C. V VISA INC

Ownership history in Bowman & Co S.C.  ·  17 quarters on record

AI Ownership Summary

Bowman & Co S.C. reported VISA INC (V) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.14% in 2025 Q1. The latest visible filing shows V at 0.97% 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 Bowman & Co S.C.'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
2025 Q4

V was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% 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.

How Bowman & Co S.C. 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 6,580 -161 -2.4% 0.97% $2.3M 2026-02-14 (Est.) $314.08
2025 Q3 REDUCED 6,741 -62 -0.9% 0.97% $2.3M 2025-10-10 $342.26
2025 Q2 ADDED 6,803 +188 +2.8% 1.08% $2.4M 2025-07-09 $355.69
2025 Q1 ADDED 6,615 +446 +7.2% 1.14% $2.3M 2025-04-08 $305.98
2024 Q4 ADDED 6,169 +362 +6.2% 1.01% $2.0M 2025-01-15 $313.40
2024 Q3 ADDED 5,807 +650 +12.6% 0.84% $1.6M 2024-11-07 $302.44
2024 Q2 ADDED 5,157 +461 +9.8% 0.78% $1.4M 2024-07-24 $250.88
2024 Q1 ADDED 4,696 +80 +1.7% 0.79% $1.3M 2024-04-15 $267.27
2023 Q4 ADDED 4,616 +342 +8.0% 0.84% $1.2M 2024-01-10 $260.17
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bowman & Co S.C. and V

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

How long has Bowman & Co S.C. reported owning V?

Bowman & Co S.C. reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for V was 1.14% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 6,580 shares, equal to 0.97% of portfolio, with an estimated market value of $2.3M.

What does the chart on this V ownership page compare?

The chart compares Bowman & Co S.C.'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 Bowman & Co S.C. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Bowman & Co S.C. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on V relative to SPY over the holding period was -2.7%.

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