Piedmont Capital Management, LLC/NC V — VISA INC

Ownership history in Piedmont Capital Management, LLC/NC  ·  4 quarters on record

AI Ownership Summary

Piedmont Capital Management, LLC/NC reported VISA INC (V) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.47% in 2026 Q3. The latest visible filing shows V at 0.47% 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 Piedmont Capital Management, LLC/NC'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 Q3

V was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 Piedmont Capital Management, LLC/NC fund profile Piedmont Capital Management, LLC/NC full holdings
How Piedmont Capital Management, LLC/NC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,201 — 0% 0.47% $791K 2026-10-21 $407.85
2026 Q2 ADDED — — — 2,201 +218 +11.0% 0.46% $755K 2026-08-13 $365.45
2026 Q1 ADDED — — — 1,983 +243 +14.0% 0.40% $599K 2026-04-21 $308.73
2025 Q4 INITIATED — — — 1,740 — — 0.40% $610K 2026-02-13 $312.85

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Hingham Institution for Savings 17.73% Egerton Capital (UK) LLP 3Y 7Y 14.93% Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Luma Capital S.A. - SPF 10.03% Triad Investment Management 3Y 7Y 7.33% LDIC Inc. 7.09% Ninety One North America, Inc. 3Y 7Y 6.78% BENNETT SELBY INVESTMENTS LP 3Y 6.75%

FAQ About Piedmont Capital Management, LLC/NC and V

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

How long has Piedmont Capital Management, LLC/NC reported owning V?

Piedmont Capital Management, LLC/NC reported V across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported V position in Piedmont Capital Management, LLC/NC's portfolio?

The largest reported portfolio weight for V was 0.47% in 2026 Q3.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when Piedmont Capital Management, LLC/NC reported 2,201 shares, equal to 0.47% of portfolio, with an estimated market value of $791K.

What does the chart on this V ownership page compare?

The chart compares Piedmont Capital Management, LLC/NC'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 Piedmont Capital Management, LLC/NC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Piedmont Capital Management, LLC/NC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on V relative to SPY over the holding period was +22.1%.

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