KELLY LAWRENCE W & ASSOCIATES INC/CA V — Visa, Inc. Cl A COM

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  54 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported Visa, Inc. Cl A COM (V) in 54 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 4.26% in 2025 Q2. The latest visible filing shows V at 3.05% 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 KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Visa, Inc. Cl A 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 Q2

V was reported at 3.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

V stock page KELLY LAWRENCE W & ASSOCIATES INC/CA fund profile KELLY LAWRENCE W & ASSOCIATES INC/CA full holdings
How KELLY LAWRENCE W & ASSOCIATES INC/CA 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 Q2 REDUCED — — — 41,578 -195 -0.5% 3.05% $14.3M 2026-08-14 $364.15
2026 Q1 REDUCED — — — 41,773 -2,124 -4.8% 3.51% $12.6M 2026-05-15 $325.15
2025 Q4 REDUCED — — — 43,897 -455 -1.0% 3.75% $15.4M 2026-02-17 $318.25
2025 Q3 REDUCED — — — 44,352 -1,415 -3.1% 3.67% $15.1M 2025-11-14 $328.05
2025 Q2 REDUCED 5.0% -4.0% ✅ 45,767 -2,431 -5.0% 4.26% $16.2M 2025-08-14 $342.75
2025 Q1 ADDED — — — 48,198 +140 +0.3% 4.10% $16.9M 2025-05-14 $353.01
2024 Q4 ADDED — — — 48,058 +150 +0.3% 3.54% $15.2M 2025-02-13 $351.60
2024 Q3 REDUCED — — — 47,908 -385 -0.8% 2.97% $13.2M 2024-11-14 $304.25
2024 Q2 REDUCED — — — 48,293 -71 -0.1% 2.89% $12.7M 2024-08-13 $256.27
2024 Q1 REDUCED — — — 48,364 -2,187 -4.3% 3.07% $13.5M 2024-05-15 $276.25
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q2 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 52.39% Alfreton Capital LLP 3Y 28.92% Blacksheep Fund Management Ltd 3Y 20.67% TCI Fund Management Ltd 3Y 7Y 19.83% Hingham Institution for Savings 16.9% Troy Asset Management Ltd 3Y 7Y 15.62% Egerton Capital (UK) LLP 3Y 7Y 14.13% ValueAct Holdings, L.P. 3Y 7Y 14.1% Triveni Capital Investments LP 13.66% Venator Management LLC 3Y 11.96%

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and V

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

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning V?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported V across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported V position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for V was 4.26% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 41,578 shares, equal to 3.05% of portfolio, with an estimated market value of $14.3M.

What does the chart on this V ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA'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 KELLY LAWRENCE W & ASSOCIATES INC/CA time their V position?

Based on 13F filing dates vs. subsequent V price moves, KELLY LAWRENCE W & ASSOCIATES INC/CA correctly timed 21 out of 51 reported position changes (41%). The annualised alpha on V relative to SPY over the holding period was +26.9%.

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