E&G Advisors, LP V — VISA INC

Ownership history in E&G Advisors, LP  ·  35 quarters on record

AI Ownership Summary

E&G Advisors, LP reported VISA INC (V) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows V at 0.46% 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 E&G Advisors, LP'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 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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 E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP 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 ADDED — — — 6,876 +36 +0.5% 0.46% $2.1M 2026-04-21 $309.94
2025 Q4 REDUCED — — — 6,840 -100 -1.4% 0.54% $2.4M 2026-01-23 $325.51
2025 Q3 REDUCED — — — 6,940 -16 -0.2% 0.55% $2.4M 2025-10-21 $345.81
2025 Q2 REDUCED — — — 6,956 -200 -2.8% 0.64% $2.5M 2025-07-14 $348.47
2025 Q1 REDUCED — — — 7,156 -100 -1.4% 0.71% $2.5M 2025-04-23 $331.89
2024 Q4 REDUCED — — — 7,256 -200 -2.7% 0.62% $2.3M 2025-01-24 $327.20
2024 Q3 UNCHANGED — — — 7,456 — 0% 0.57% $2.1M 2024-10-18 $287.43
2024 Q2 REDUCED — — — 7,456 -100 -1.3% 0.58% $2.0M 2024-07-18 $265.66
2024 Q1 ADDED — — — 7,556 +169 +2.3% 0.66% $2.1M 2024-04-19 $265.79
2023 Q4 REDUCED — — — 7,387 -8 -0.1% 0.68% $1.9M 2024-01-25 $268.08
25 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% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.12%

FAQ About E&G Advisors, LP and V

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

How long has E&G Advisors, LP reported owning V?

E&G Advisors, LP reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for V was 0.71% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 6,876 shares, equal to 0.46% of portfolio, with an estimated market value of $2.1M.

What does the chart on this V ownership page compare?

The chart compares E&G Advisors, LP'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 E&G Advisors, LP time their V position?

Based on 13F filing dates vs. subsequent V price moves, E&G Advisors, LP correctly timed 13 out of 33 reported position changes (39%).

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