Steigerwald, Gordon & Koch Inc. V — VISA INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  32 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported VISA INC (V) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.19% in 2025 Q1. The latest visible filing shows V at 2.55% 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 Steigerwald, Gordon & Koch Inc.'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 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.19% 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 Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. 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 — — — 82,149 +1,226 +1.5% 2.55% $24.8M 2026-04-28 $308.66
2025 Q4 REDUCED — — — 80,923 -545 -0.7% 2.72% $28.4M 2026-01-23 $324.84
2025 Q3 REDUCED — — — 81,468 -152 -0.2% 2.67% $27.8M 2025-10-23 $343.85
2025 Q2 ADDED — — — 81,620 +164 +0.2% 3.06% $29.0M 2025-07-14 $347.75
2025 Q1 REDUCED — — — 81,456 -912 -1.1% 3.19% $28.5M 2025-04-10 $321.53
2024 Q4 REDUCED — — — 82,368 -491 -0.6% 2.94% $26.0M 2025-01-16 $313.71
2024 Q3 ADDED — — — 82,859 +2,175 +2.7% 2.48% $22.8M 2024-10-09 $273.32
2024 Q2 ADDED — — — 80,684 +1,363 +1.7% 2.56% $21.2M 2024-08-07 $252.67
2024 Q1 ADDED — — — 79,321 +664 +0.8% 2.75% $22.1M 2024-04-16 $266.79
2023 Q4 ADDED — — — 78,657 +712 +0.9% 2.77% $20.5M 2024-01-16 $260.29
22 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

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 Steigerwald, Gordon & Koch Inc. and V

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

How long has Steigerwald, Gordon & Koch Inc. reported owning V?

Steigerwald, Gordon & Koch Inc. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for V was 3.19% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Steigerwald, Gordon & Koch Inc. reported 82,149 shares, equal to 2.55% of portfolio, with an estimated market value of $24.8M.

What does the chart on this V ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'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 Steigerwald, Gordon & Koch Inc. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Steigerwald, Gordon & Koch Inc. correctly timed 18 out of 31 reported position changes (58%). The annualised alpha on V relative to SPY over the holding period was -2.9%.

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