STEPHENS INC /AR/ V — VISA INC COM CL A

Ownership history in STEPHENS INC /AR/  ·  72 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported VISA INC COM CL A (V) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows V at 0.46% 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 STEPHENS INC /AR/'s position in 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
2026 Q1

V was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% 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 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.

V stock page STEPHENS INC /AR/ fund profile STEPHENS INC /AR/ full holdings
How STEPHENS INC /AR/ 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 REDUCED — — — 122,151 -1,264 -1.0% 0.46% $37.0M 2026-04-28 $309.30
2025 Q4 ADDED — — — 123,415 +9,996 +8.8% 0.54% $43.3M 2026-02-05 $328.45
2025 Q3 ADDED — — — 113,419 +1,219 +1.1% 0.49% $38.7M 2025-10-27 $346.42
2025 Q2 REDUCED — — — 112,200 -5,589 -4.7% 0.55% $39.8M 2025-07-29 $349.26
2025 Q1 REDUCED 8.5% +1.5% ❌ 117,789 -10,917 -8.5% 0.60% $41.3M 2025-05-01 $339.91
2024 Q4 ADDED — — — 128,706 +1,008 +0.8% 0.57% $40.7M 2025-01-28 $331.44
2024 Q3 REDUCED 31.7% +14.9% ❌ 127,698 -59,283 -31.7% 0.50% $35.1M 2024-10-28 $281.07
2024 Q2 ADDED — — — 186,981 +3,141 +1.7% 0.75% $49.1M 2024-08-06 $254.91
2024 Q1 REDUCED — — — 183,840 -683 -0.4% 0.80% $51.3M 2024-05-15 $277.34
2023 Q4 ADDED — — — 184,523 +9,718 +5.6% 0.83% $48.0M 2024-02-13 $271.73
62 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% MFF Capital Investments Ltd 9.84% 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%

FAQ About STEPHENS INC /AR/ and V

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

How long has STEPHENS INC /AR/ reported owning V?

STEPHENS INC /AR/ reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for V was 0.83% in 2023 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 122,151 shares, equal to 0.46% of portfolio, with an estimated market value of $37.0M.

What does the chart on this V ownership page compare?

The chart compares STEPHENS INC /AR/'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 STEPHENS INC /AR/ time their V position?

Based on 13F filing dates vs. subsequent V price moves, STEPHENS INC /AR/ correctly timed 39 out of 65 reported position changes (60%). The annualised alpha on V relative to SPY over the holding period was +5.2%.

← Back to STEPHENS INC /AR/ Holdings