NEVILLE RODIE & SHAW INC V — VISA INC COM

Ownership history in NEVILLE RODIE & SHAW INC  ·  56 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported VISA INC COM (V) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.34% in 2025 Q1. The latest visible filing shows V at 2.21% 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 NEVILLE RODIE & SHAW INC's position in VISA INC 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 Q1

V was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.34% 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
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 NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW 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 REDUCED — — — 100,853 -6,390 -6.0% 2.21% $30K 2026-05-15 (Est.) $325.75
2025 Q4 REDUCED — — — 107,243 -745 -0.7% 2.66% $37.6M 2026-01-06 $356.09
2025 Q3 REDUCED 11.2% +4.1% ❌ 107,988 -13,586 -11.2% 2.67% $36.9M 2025-10-01 $345.71
2025 Q2 REDUCED — — — 121,574 -263 -0.2% 3.20% $43.2M 2025-07-02 $351.44
2025 Q1 REDUCED — — — 121,837 -2,441 -2.0% 3.34% $42.7M 2025-04-01 $343.07
2024 Q4 REDUCED — — — 124,278 -158 -0.1% 2.86% $39.3M 2025-01-06 $309.55
2024 Q3 REDUCED — — — 124,436 -1,518 -1.2% 2.52% $34.2M 2024-10-01 $273.99
2024 Q2 REDUCED — — — 125,954 -909 -0.7% 2.51% $33.1M 2024-07-01 $259.29
2024 Q1 ADDED — — — 126,863 +4,076 +3.3% 2.70% $35.4M 2024-04-09 $272.07
2023 Q4 ADDED — — — 122,787 +5,857 +5.0% 2.61% $32.0M 2024-01-02 $254.04
46 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 NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC reported owning V?

NEVILLE RODIE & SHAW INC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for V was 3.34% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when NEVILLE RODIE & SHAW INC reported 100,853 shares, equal to 2.21% of portfolio, with an estimated market value of $30K.

What does the chart on this V ownership page compare?

The chart compares NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, NEVILLE RODIE & SHAW INC correctly timed 28 out of 53 reported position changes (53%). The annualised alpha on V relative to SPY over the holding period was +3.8%.

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