MITCHELL SINKLER & STARR/PA V — VISA INC

Ownership history in MITCHELL SINKLER & STARR/PA  ·  33 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported VISA INC (V) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2025 Q2. The latest visible filing shows V at 0.60% 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 MITCHELL SINKLER & STARR/PA'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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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
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 MITCHELL SINKLER & STARR/PA fund profile MITCHELL SINKLER & STARR/PA full holdings
How MITCHELL SINKLER & STARR/PA 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 REDUCED — — — 4,298 -225 -5.0% 0.60% $1.3M 2026-04-13 $308.75
2025 Q4 REDUCED — — — 4,523 -50 -1.1% 0.72% $1.6M 2026-02-11 $328.56
2025 Q3 REDUCED — — — 4,573 -85 -1.8% 0.70% $1.6M 2025-11-04 $338.23
2025 Q2 ADDED — — — 4,658 +175 +3.9% 0.79% $1.7M 2025-07-25 $354.24
2025 Q1 REDUCED — — — 4,483 -185 -4.0% 0.44% $1.6M 2025-05-07 $346.53
2024 Q4 REDUCED 28.5% +11.1% ❌ 4,668 -1,865 -28.5% 0.39% $1.5M 2025-02-12 $348.16
2024 Q3 ADDED — — — 6,533 +1,395 +27.2% 0.39% $1.5M 2024-11-13 $306.03
2024 Q2 REDUCED 14.8% +5.0% ❌ 5,138 -896 -14.8% 0.35% $1.4M 2024-08-07 $252.67
2024 Q1 REDUCED 6.9% -5.5% ✅ 6,034 -447 -6.9% 0.42% $1.7M 2024-04-30 $264.09
2023 Q4 ADDED — — — 6,481 +1,643 +34.0% 0.31% $1.7M 2024-02-12 $270.44
23 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

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 MITCHELL SINKLER & STARR/PA and V

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

How long has MITCHELL SINKLER & STARR/PA reported owning V?

MITCHELL SINKLER & STARR/PA reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for V was 0.79% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL SINKLER & STARR/PA reported 4,298 shares, equal to 0.60% of portfolio, with an estimated market value of $1.3M.

What does the chart on this V ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA'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 MITCHELL SINKLER & STARR/PA time their V position?

Based on 13F filing dates vs. subsequent V price moves, MITCHELL SINKLER & STARR/PA correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on V relative to SPY over the holding period was -0.4%.

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