Ownership history in SFMG, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which SFMG, LLC reported a position in Visa Inc Cl A COM (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SFMG, LLC outperformed the S&P 500 by +9.4% annually on this V position. Timing score: 61% (23/38 decisions correct). Average cost basis: $155.91. Maximum drawdown during holding period: β23.4%.
π₯ Exceptional β beat the S&P 500 by 9.4% per year on this position.
38 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 38 add/trim decisions correct
Best entry: $38.72 (2013 Q1) Β· Worst: $349.99 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
32 adds Β· 8 trims. Bought during 10 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.52% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size