SEGALL BRYANT & HAMILL, LLC V Visa Inc Cl A -Common Stock

Ownership history in SEGALL BRYANT & HAMILL, LLC  ·  66 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported Visa Inc Cl A -Common Stock (V) in 66 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.07% in 2026 Q1. The latest visible filing shows V at 2.07% 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 SEGALL BRYANT & HAMILL, LLC's position in Visa Inc Cl A -Common Stock, 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 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2026 Q1

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 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 SEGALL BRYANT & HAMILL, LLC 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 Q1 ADDED 413,202 +259,360 +168.6% 2.07% $127.7M 2026-05-15 $325.75
2025 Q4 REDUCED 15.5% -13.6% 153,842 -28,212 -15.5% 0.73% $54.0M 2026-02-13 $313.43
2025 Q3 REDUCED 182,054 -9,048 -4.7% 0.83% $62.1M 2025-11-12 $337.48
2025 Q2 ADDED 191,102 +4,665 +2.5% 0.95% $67.9M 2025-08-12 $334.69
2025 Q1 REDUCED 10.5% +1.5% 186,437 -21,965 -10.5% 1.00% $65.3M 2025-05-02 $344.30
2024 Q4 REDUCED 208,402 -324 -0.2% 0.91% $65.9M 2025-02-11 $347.39
2024 Q3 ADDED 208,726 +77,457 +59.0% 0.78% $57.4M 2024-11-08 $303.86
2024 Q2 ADDED 131,269 +2,790 +2.2% 0.61% $34.5M 2024-08-14 $257.74
2024 Q1 ADDED 128,479 +4,604 +3.7% 0.67% $35.9M 2024-05-15 $276.77
2023 Q4 REDUCED 75.1% +7.1% 123,875 -373,804 -75.1% 0.62% $32.3M 2024-02-14 $272.89
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SEGALL BRYANT & HAMILL, LLC and V

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

How long has SEGALL BRYANT & HAMILL, LLC reported owning V?

SEGALL BRYANT & HAMILL, LLC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for V was 2.07% in 2026 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when SEGALL BRYANT & HAMILL, LLC reported 413,202 shares, equal to 2.07% of portfolio, with an estimated market value of $127.7M.

What does the chart on this V ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC'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 SEGALL BRYANT & HAMILL, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, SEGALL BRYANT & HAMILL, LLC correctly timed 30 out of 59 reported position changes (51%). The annualised alpha on V relative to SPY over the holding period was +5.4%.

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