BURNS J W & CO INC/NY V — VISA INC COM

Ownership history in BURNS J W & CO INC/NY  ·  72 quarters on record

AI Ownership Summary

BURNS J W & CO INC/NY reported VISA INC COM (V) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.06% in 2025 Q1. The latest visible filing shows V at 3.61% 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 BURNS J W & CO INC/NY's position in VISA INC COM, 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 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.06% 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 BURNS J W & CO INC/NY fund profile BURNS J W & CO INC/NY full holdings
How BURNS J W & CO INC/NY 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 — — — 104,138 -2,981 -2.8% 3.61% $31.5M 2026-04-17 $316.36
2025 Q4 REDUCED — — — 107,119 -773 -0.7% 4.16% $37.6M 2026-01-12 $341.79
2025 Q3 REDUCED — — — 107,892 -230 -0.2% 4.17% $36.8M 2025-10-20 $342.31
2025 Q2 REDUCED — — — 108,122 -3,192 -2.9% 4.66% $38.4M 2025-07-10 $353.09
2025 Q1 REDUCED — — — 111,314 -1,572 -1.4% 5.06% $39.0M 2025-04-08 $305.35
2024 Q4 REDUCED — — — 112,886 -4,963 -4.2% 4.56% $35.7M 2025-01-13 $303.50
2024 Q3 REDUCED — — — 117,849 -5,429 -4.4% 4.21% $32.4M 2024-10-04 $274.31
2024 Q2 REDUCED — — — 123,278 -283 -0.2% 4.37% $32.4M 2024-07-23 $260.82
2024 Q1 REDUCED — — — 123,561 -3,080 -2.4% 4.80% $34.5M 2024-04-17 $268.10
2023 Q4 REDUCED — — — 126,641 -919 -0.7% 4.88% $33.0M 2024-01-18 $263.14
62 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

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About BURNS J W & CO INC/NY and V

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

How long has BURNS J W & CO INC/NY reported owning V?

BURNS J W & CO INC/NY reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in BURNS J W & CO INC/NY's portfolio?

The largest reported portfolio weight for V was 5.06% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when BURNS J W & CO INC/NY reported 104,138 shares, equal to 3.61% of portfolio, with an estimated market value of $31.5M.

What does the chart on this V ownership page compare?

The chart compares BURNS J W & CO INC/NY'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 BURNS J W & CO INC/NY time their V position?

Based on 13F filing dates vs. subsequent V price moves, BURNS J W & CO INC/NY correctly timed 31 out of 71 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was +4.8%.

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