RAYMOND JAMES & ASSOCIATES V — D VISA INC COM CL A

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  82 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported D VISA INC COM CL A (V) in 82 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.78% in 2023 Q4. The latest visible filing shows V at 0.73% 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 RAYMOND JAMES & ASSOCIATES's position in D VISA INC COM 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
2024 Q3

V was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2023 Q4

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 2024 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 RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 4,336,011 +4,335,511 +867102.2% 0.73% $1.19B 2024-11-14 (Est.) $305.45
2024 Q3 REDUCED 100.0% +14.9% ❌ 500 -4,225,721 -100.0% 0.00% $145K 2024-11-14 (Est.) $305.45
2024 Q2 ADDED — — — 4,226,221 +139,237 +3.4% 0.73% $1.11B 2024-07-19 $262.02
2024 Q1 ADDED — — — 4,086,984 +102,107 +2.6% 0.77% $1.14B 2024-04-22 $268.31
2023 Q4 ADDED — — — 3,984,877 +3,983,677 +331973.1% 0.78% $1.04B 2024-01-16 $260.83
2023 Q4 REDUCED 100.0% +7.1% ❌ 1,200 -3,915,554 -100.0% 0.00% $258K 2024-01-16 $260.83
76 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% Luma Capital S.A. - SPF 9.89% 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% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.12%

FAQ About RAYMOND JAMES & ASSOCIATES and V

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

How long has RAYMOND JAMES & ASSOCIATES reported owning V?

RAYMOND JAMES & ASSOCIATES reported V across 6 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported V position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for V was 0.78% in 2023 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 4,336,011 shares, equal to 0.73% of portfolio, with an estimated market value of $1.19B.

What does the chart on this V ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES'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 RAYMOND JAMES & ASSOCIATES time their V position?

Based on 13F filing dates vs. subsequent V price moves, RAYMOND JAMES & ASSOCIATES correctly timed 58 out of 81 reported position changes (72%). The annualised alpha on V relative to SPY over the holding period was +5.8%.

← Back to RAYMOND JAMES & ASSOCIATES Holdings