Hofer & Associates. Inc V — VISA INC

Ownership history in Hofer & Associates. Inc  ·  15 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported VISA INC (V) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2023 Q4. The latest visible filing shows V at 0.27% 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 Hofer & Associates. Inc'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 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2023 Q4

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 Hofer & Associates. Inc fund profile Hofer & Associates. Inc full holdings
How Hofer & Associates. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,679 +91 +5.7% 0.27% $508K 2026-04-22 $311.29
2025 Q4 ADDED — — — 1,588 +1 +0.1% 0.30% $557K 2026-01-15 $327.08
2025 Q3 REDUCED 6.5% +4.1% ❌ 1,587 -110 -6.5% 0.31% $542K 2025-10-21 $345.81
2025 Q2 ADDED — — — 1,697 +1 +0.1% 0.38% $602K 2025-07-15 $345.01
2025 Q1 ADDED — — — 1,696 +3 +0.2% 0.40% $594K 2025-04-23 $331.89
2024 Q4 UNCHANGED — — — 1,693 — 0% 0.36% $535K 2025-01-24 $327.20
2024 Q3 ADDED — — — 1,693 +4 +0.2% 0.32% $465K 2024-10-21 $283.70
2024 Q2 ADDED — — — 1,689 +5 +0.3% 0.34% $443K 2024-07-18 $265.66
2024 Q1 ADDED — — — 1,684 +1 +0.1% 0.40% $470K 2024-04-22 $268.31
2023 Q4 ADDED — — — 1,683 +3 +0.2% 0.41% $438K 2024-01-22 $266.69
5 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% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% 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%

FAQ About Hofer & Associates. 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 Hofer & Associates. Inc reported owning V?

Hofer & Associates. Inc reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for V was 0.41% in 2023 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Hofer & Associates. Inc reported 1,679 shares, equal to 0.27% of portfolio, with an estimated market value of $508K.

What does the chart on this V ownership page compare?

The chart compares Hofer & Associates. 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 Hofer & Associates. Inc time their V position?

Based on 13F filing dates vs. subsequent V price moves, Hofer & Associates. Inc correctly timed 8 out of 12 reported position changes (67%).

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