PAYDEN & RYGEL INVESTMENT GROUP V VISA INC-CL A SRS COM

Ownership history in PAYDEN & RYGEL INVESTMENT GROUP  ·  10 quarters on record

AI Ownership Summary

PAYDEN & RYGEL INVESTMENT GROUP reported VISA INC-CL A SRS COM (V) in 10 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 1.35% in 2024 Q1. The latest visible filing shows V at 1.15% 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 PAYDEN & RYGEL INVESTMENT GROUP's position in VISA INC-CL A SRS 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
2024 Q2

V was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2024 Q1

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 2024 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.

How PAYDEN & RYGEL INVESTMENT GROUP 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 47.4% +5.0% 54,000 -48,600 -47.4% 1.15% $14.2M 2024-08-14 (Est.) $257.74
2024 Q1 ADDED 102,600 +11,300 +12.4% 1.35% $28.6M 2024-05-14 $273.07
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PAYDEN & RYGEL INVESTMENT GROUP and V

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

How long has PAYDEN & RYGEL INVESTMENT GROUP reported owning V?

PAYDEN & RYGEL INVESTMENT GROUP reported V across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported V position in PAYDEN & RYGEL INVESTMENT GROUP's portfolio?

The largest reported portfolio weight for V was 1.35% in 2024 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2024 Q2, when PAYDEN & RYGEL INVESTMENT GROUP reported 54,000 shares, equal to 1.15% of portfolio, with an estimated market value of $14.2M.

What does the chart on this V ownership page compare?

The chart compares PAYDEN & RYGEL INVESTMENT GROUP'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 PAYDEN & RYGEL INVESTMENT GROUP time their V position?

Based on 13F filing dates vs. subsequent V price moves, PAYDEN & RYGEL INVESTMENT GROUP correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was +3.7%.

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