Crews Bank & Trust V — Visa Inc

Ownership history in Crews Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Crews Bank & Trust reported Visa Inc (V) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.27% in 2025 Q1. The latest visible filing shows V at 0.90% 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 Crews Bank & Trust'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 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% 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.

V stock page Crews Bank & Trust fund profile Crews Bank & Trust full holdings
How Crews Bank & Trust 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,550 -127 -0.6% 0.90% $6.2M 2026-05-13 $320.31
2025 Q4 REDUCED — — — 20,677 -274 -1.3% 1.04% $7.3M 2026-01-21 $323.94
2025 Q3 REDUCED — — — 20,951 -136 -0.6% 1.05% $7.2M 2025-10-22 $343.26
2025 Q2 REDUCED — — — 21,087 -157 -0.7% 1.18% $7.5M 2025-07-21 $348.19
2025 Q1 REDUCED — — — 21,244 -218 -1.0% 1.27% $7.4M 2025-04-22 $328.26
2024 Q4 INITIATED — — — 21,462 — — 1.14% $6.8M 2025-01-23 $324.55

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About Crews Bank & Trust and V

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

How long has Crews Bank & Trust reported owning V?

Crews Bank & Trust reported V across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported V position in Crews Bank & Trust's portfolio?

The largest reported portfolio weight for V was 1.27% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Crews Bank & Trust reported 20,550 shares, equal to 0.90% of portfolio, with an estimated market value of $6.2M.

What does the chart on this V ownership page compare?

The chart compares Crews Bank & Trust'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 Crews Bank & Trust time their V position?

Based on 13F filing dates vs. subsequent V price moves, Crews Bank & Trust correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on V relative to SPY over the holding period was -15.8%.

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