S&CO INC V — VISA INC CL A

Ownership history in S&CO INC  ·  39 quarters on record

AI Ownership Summary

S&CO INC reported VISA INC CL A (V) in 39 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.87% in 2026 Q3. The latest visible filing shows V at 0.87% 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 S&CO INC'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 Q3

V was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% 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
2024 Q2 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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 Q3 ADDED — — — 42,615 +725 +1.7% 0.87% $15K 2026-11-10 $nan
2026 Q2 ADDED — — — 41,890 +4,337 +11.5% 0.83% $14K 2026-08-06 $369.78
2026 Q1 ADDED — — — 37,553 +6,055 +19.2% 0.70% $11K 2026-05-07 $320.02
2025 Q4 ADDED — — — 31,498 +8,163 +35.0% 0.69% $11.0M 2026-02-05 $327.17
2025 Q3 ADDED — — — 23,335 +2,709 +13.1% 0.49% $8.0M 2025-11-06 $334.29
2025 Q2 ADDED — — — 20,626 +4,590 +28.6% 0.47% $7.3M 2025-08-07 $328.88
2025 Q1 ADDED — — — 16,036 +201 +1.3% 0.38% $5.6M 2025-05-08 $347.29
2024 Q4 ADDED — — — 15,835 +175 +1.1% 0.34% $5.0M 2025-02-07 $343.50
2024 Q3 ADDED — — — 15,660 +3,289 +26.6% 0.28% $4.3M 2024-11-07 $301.26
2024 Q2 ADDED — — — 12,371 +1,619 +15.1% 0.23% $3.2M 2024-08-08 $255.46
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Troy Asset Management Ltd 3Y 7Y 13.96% MFF Capital Investments Ltd 11.62% Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Park State Asset Management 3Y 10.08% Luma Capital S.A. - SPF 10.03% Gladstone Capital Management LLP 3Y 7Y 9.98%

FAQ About S&CO 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 S&CO INC reported owning V?

S&CO INC reported V across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported V position in S&CO INC's portfolio?

The largest reported portfolio weight for V was 0.87% in 2026 Q3.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when S&CO INC reported 42,615 shares, equal to 0.87% of portfolio, with an estimated market value of $15K.

What does the chart on this V ownership page compare?

The chart compares S&CO 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.

How well did S&CO INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, S&CO INC correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on V relative to SPY over the holding period was +14.9%.

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