LUTS & GREENLEIGH GROUP, INC. V — VISA INC

Ownership history in LUTS & GREENLEIGH GROUP, INC.  ·  8 quarters on record

AI Ownership Summary

LUTS & GREENLEIGH GROUP, INC. reported VISA INC (V) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q2. The latest visible filing shows V at 0.39% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LUTS & GREENLEIGH GROUP, 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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% 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 Q2 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 LUTS & GREENLEIGH GROUP, INC. fund profile LUTS & GREENLEIGH GROUP, INC. full holdings
How LUTS & GREENLEIGH GROUP, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,626 -85 -5.0% 0.39% $491K 2026-05-05 $321.36
2025 Q4 REDUCED — — — 1,711 -67 -3.8% 0.51% $600K 2026-01-26 $327.14
2025 Q3 REDUCED — — — 1,778 -40 -2.2% 0.54% $607K 2025-11-07 $333.97
2025 Q2 ADDED — — — 1,818 +77 +4.4% 0.62% $645K 2025-07-11 $345.20
2025 Q1 ADDED — — — 1,741 +41 +2.4% 0.61% $610K 2025-05-14 $353.67
2024 Q4 ADDED — — — 1,700 +42 +2.5% 0.53% $537K 2025-01-17 $316.06
2024 Q3 ADDED — — — 1,658 +384 +30.1% 0.44% $456K 2024-10-15 $275.65
2024 Q2 INITIATED — — — 1,274 — — 0.35% $335K 2024-08-09 $256.38

🏢 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 LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. reported owning V?

LUTS & GREENLEIGH GROUP, INC. reported V across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported V position in LUTS & GREENLEIGH GROUP, INC.'s portfolio?

The largest reported portfolio weight for V was 0.62% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when LUTS & GREENLEIGH GROUP, INC. reported 1,626 shares, equal to 0.39% of portfolio, with an estimated market value of $491K.

What does the chart on this V ownership page compare?

The chart compares LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. time their V position?

Based on 13F filing dates vs. subsequent V price moves, LUTS & GREENLEIGH GROUP, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on V relative to SPY over the holding period was -5.6%.

← Back to LUTS & GREENLEIGH GROUP, INC. Holdings