PATTEN & PATTEN INC/TN V — Visa, Inc. - Cl. A

Ownership history in PATTEN & PATTEN INC/TN  ·  52 quarters on record

AI Ownership Summary

PATTEN & PATTEN INC/TN reported Visa, Inc. - Cl. A (V) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.5% in 2025 Q1. The latest visible filing shows V at 1.79% 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 PATTEN & PATTEN INC/TN's position in Visa, Inc. - Cl. A, 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 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% 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 PATTEN & PATTEN INC/TN fund profile PATTEN & PATTEN INC/TN full holdings
How PATTEN & PATTEN INC/TN 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 — — — 98,147 -540 -0.5% 1.79% $29.7M 2026-05-01 $328.03
2025 Q4 REDUCED — — — 98,687 -5,054 -4.9% 2.03% $34.6M 2026-02-03 $328.25
2025 Q3 REDUCED — — — 103,741 -963 -0.9% 2.08% $35.4M 2025-10-31 $339.37
2025 Q2 REDUCED — — — 104,704 -1,652 -1.6% 2.41% $37.2M 2025-07-28 $353.42
2025 Q1 REDUCED — — — 106,356 -1,271 -1.2% 2.50% $37.3M 2025-05-07 $347.25
2024 Q4 REDUCED — — — 107,627 -943 -0.9% 2.25% $34.0M 2025-02-10 $348.04
2024 Q3 REDUCED — — — 108,570 -2,329 -2.1% 1.98% $29.9M 2024-11-04 $288.65
2024 Q2 REDUCED — — — 110,899 -364 -0.3% 2.04% $29.1M 2024-08-13 $257.27
2024 Q1 ADDED — — — 111,263 +1,783 +1.6% 2.21% $31.1M 2024-05-10 $276.59
2023 Q4 REDUCED — — — 109,480 -4,537 -4.0% 2.34% $28.5M 2024-01-23 $266.75
42 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

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% Cryder Capital Partners LLP 3Y 7Y 7.82%

FAQ About PATTEN & PATTEN INC/TN and V

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

How long has PATTEN & PATTEN INC/TN reported owning V?

PATTEN & PATTEN INC/TN reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in PATTEN & PATTEN INC/TN's portfolio?

The largest reported portfolio weight for V was 2.50% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when PATTEN & PATTEN INC/TN reported 98,147 shares, equal to 1.79% of portfolio, with an estimated market value of $29.7M.

What does the chart on this V ownership page compare?

The chart compares PATTEN & PATTEN INC/TN'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 PATTEN & PATTEN INC/TN time their V position?

Based on 13F filing dates vs. subsequent V price moves, PATTEN & PATTEN INC/TN correctly timed 26 out of 50 reported position changes (52%). The annualised alpha on V relative to SPY over the holding period was +2.7%.

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