FISHMAN JAY A LTD/MI V — VISA INC CLASS A

Ownership history in FISHMAN JAY A LTD/MI  ·  52 quarters on record

AI Ownership Summary

FISHMAN JAY A LTD/MI reported VISA INC CLASS A (V) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.07% in 2025 Q1. The latest visible filing shows V at 2.78% 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 FISHMAN JAY A LTD/MI's position in VISA INC CLASS 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 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.07% 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
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 FISHMAN JAY A LTD/MI fund profile FISHMAN JAY A LTD/MI full holdings
How FISHMAN JAY A LTD/MI 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 — — — 102,954 -1,020 -1.0% 2.78% $31.1M 2026-04-29 $334.86
2025 Q4 REDUCED — — — 103,974 -1,685 -1.6% 3.00% $36.5M 2026-01-28 $326.31
2025 Q3 REDUCED — — — 105,659 -2,135 -2.0% 3.09% $36.1M 2025-11-05 $338.67
2025 Q2 ADDED — — — 107,794 +1,365 +1.3% 3.66% $38.3M 2025-07-22 $349.83
2025 Q1 REDUCED 5.3% +1.5% ❌ 106,429 -5,940 -5.3% 4.07% $37.3M 2025-04-22 $328.94
2024 Q4 REDUCED — — — 112,369 -60 -0.1% 3.33% $35.5M 2025-01-29 $332.82
2024 Q3 ADDED — — — 112,429 +107,249 +2070.4% 3.07% $30.9M 2024-10-30 $286.98
2024 Q2 REDUCED 95.4% +5.0% ❌ 5,180 -107,502 -95.4% 3.13% $29.7M 2024-07-31 $262.23
2024 Q1 ADDED — — — 112,682 +165 +0.1% 3.47% $31.4M 2024-04-23 $270.06
2023 Q4 REDUCED — — — 112,517 -570 -0.5% 3.35% $29.3M 2024-01-24 $267.14
42 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% Troy Asset Management Ltd 3Y 7Y 14.71% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% 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%

FAQ About FISHMAN JAY A LTD/MI and V

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

How long has FISHMAN JAY A LTD/MI reported owning V?

FISHMAN JAY A LTD/MI reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in FISHMAN JAY A LTD/MI's portfolio?

The largest reported portfolio weight for V was 4.07% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when FISHMAN JAY A LTD/MI reported 102,954 shares, equal to 2.78% of portfolio, with an estimated market value of $31.1M.

What does the chart on this V ownership page compare?

The chart compares FISHMAN JAY A LTD/MI'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 FISHMAN JAY A LTD/MI time their V position?

Based on 13F filing dates vs. subsequent V price moves, FISHMAN JAY A LTD/MI correctly timed 19 out of 48 reported position changes (40%). The annualised alpha on V relative to SPY over the holding period was +3.4%.

← Back to FISHMAN JAY A LTD/MI Holdings