Buffington Mohr McNeal V VISA INC COM CL A

Ownership history in Buffington Mohr McNeal  ·  32 quarters on record

AI Ownership Summary

Buffington Mohr McNeal reported VISA INC COM CL A (V) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 2.54% in 2025 Q1. The latest visible filing shows V at 2.54% 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 Buffington Mohr McNeal's position in VISA INC COM CL 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
2025 Q1

V was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% 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 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.

How Buffington Mohr McNeal 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 11.3% +1.5% 36,732 -4,682 -11.3% 2.54% $12.9M 2025-05-15 (Est.) $360.21
2024 Q4 REDUCED 41,414 -84 -0.2% 2.17% $13.1M 2025-01-22 $320.62
2024 Q3 ADDED 41,498 +719 +1.8% 1.88% $11.4M 2024-10-16 $284.36
2024 Q2 ADDED 40,779 +1,112 +2.8% 1.88% $10.7M 2024-07-11 $259.15
2024 Q1 ADDED 39,667 +664 +1.7% 2.00% $11.1M 2024-04-18 $267.36
2023 Q4 REDUCED 39,003 -633 -1.6% 2.04% $10.2M 2024-01-30 $272.55
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Buffington Mohr McNeal and V

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

How long has Buffington Mohr McNeal reported owning V?

Buffington Mohr McNeal reported V across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported V position in Buffington Mohr McNeal's portfolio?

The largest reported portfolio weight for V was 2.54% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q1, when Buffington Mohr McNeal reported 36,732 shares, equal to 2.54% of portfolio, with an estimated market value of $12.9M.

What does the chart on this V ownership page compare?

The chart compares Buffington Mohr McNeal'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 Buffington Mohr McNeal time their V position?

Based on 13F filing dates vs. subsequent V price moves, Buffington Mohr McNeal correctly timed 17 out of 30 reported position changes (57%). The annualised alpha on V relative to SPY over the holding period was +4.9%.

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