V β€” VISA INC

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported VISA INC (V) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2025 Q1. The latest visible filing shows V at 0.85% 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 RICHARDS, MERRILL & PETERSON, INC.'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 Q1

V was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% 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
2024 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.

How RICHARDS, MERRILL & PETERSON, INC. held V β€” position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,641 -315 -4.0% 0.85% $2.3M 2026-04-17 $317.02
2025 Q4 ADDED 7,956 +196 +2.5% 1.07% $2.8M 2026-01-27 $324.59
2025 Q3 ADDED 7,760 +32 +0.4% 1.14% $2.6M 2025-10-16 $334.05
2025 Q2 ADDED 7,728 +8 +0.1% 1.30% $2.7M 2025-07-31 $343.47
2025 Q1 REDUCED 7,720 -592 -7.1% 1.41% $2.7M 2025-05-07 $347.25
2024 Q4 INITIATED 8,312 β€” β€” 1.37% $2.6M 2025-02-13 $352.99

FAQ About RICHARDS, MERRILL & PETERSON, 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 RICHARDS, MERRILL & PETERSON, INC. reported owning V?

RICHARDS, MERRILL & PETERSON, INC. reported V across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported V position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for V was 1.41% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 7,641 shares, equal to 0.85% of portfolio, with an estimated market value of $2.3M.

What does the chart on this V ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, 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.

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