Indiana Trust & Investment Management Co V — Visa, Inc.-Class A Shares Equity

Ownership history in Indiana Trust & Investment Management Co  ·  62 quarters on record

AI Ownership Summary

Indiana Trust & Investment Management Co reported Visa, Inc.-Class A Shares Equity (V) in 62 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows V at 0.63% 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 Indiana Trust & Investment Management Co's position in Visa, Inc.-Class A Shares Equity, 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 Q2

V was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% 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
2024 Q2 to 2026 Q2

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 Indiana Trust & Investment Management Co 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)
2026 Q2 REDUCED — — — 6,683 -195 -2.8% 0.63% $2.3M 2026-07-22 $352.76
2026 Q1 REDUCED — — — 6,878 -118 -1.7% 0.64% $2.1M 2026-04-28 $308.09
2025 Q4 REDUCED — — — 6,996 -18 -0.3% 0.72% $2.5M 2026-01-21 $323.34
2025 Q3 REDUCED — — — 7,014 -20 -0.3% 0.73% $2.4M 2025-10-17 $339.18
2025 Q2 UNCHANGED — — — 7,034 — 0% 0.83% $2.5M 2025-07-23 $351.85
2025 Q1 REDUCED — — — 7,034 -294 -4.0% 0.89% $2.5M 2025-05-21 $354.83
2024 Q4 REDUCED 11.0% +11.1% ❌ 7,328 -907 -11.0% 0.79% $2.3M 2025-01-29 $331.52
2024 Q3 ADDED — — — 8,235 +51 +0.6% 0.77% $2.3M 2024-10-16 $283.25
2024 Q2 ADDED — — — 8,184 +124 +1.5% 0.79% $2.1M 2024-07-10 $258.58
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Indiana Trust & Investment Management Co and V

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

How long has Indiana Trust & Investment Management Co reported owning V?

Indiana Trust & Investment Management Co reported V across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported V position in Indiana Trust & Investment Management Co's portfolio?

The largest reported portfolio weight for V was 0.89% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when Indiana Trust & Investment Management Co reported 6,683 shares, equal to 0.63% of portfolio, with an estimated market value of $2.3M.

What does the chart on this V ownership page compare?

The chart compares Indiana Trust & Investment Management Co'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 Indiana Trust & Investment Management Co time their V position?

Based on 13F filing dates vs. subsequent V price moves, Indiana Trust & Investment Management Co correctly timed 26 out of 50 reported position changes (52%). The annualised alpha on V relative to SPY over the holding period was +42.3%.

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