SEC 13F Intelligence

Perennial Advisors, LLC / V

Perennial Advisors, LLC’s Visa Inc Position

Does Perennial Advisors, LLC own Visa Inc (V)? Yes38.6K shares worth $12M (+1.99% of its 13F portfolio) as of Q1 2026, up from 37.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
38.6K
% of Portfolio
+1.99%
Quarters Held
29
currently held

Position History V

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ4 ’24: $12MQ1 ’25: $13MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $13MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.6K$12M+1.99%
Q4 202537.9K$13M+2.23%
Q3 202537.0K$13M+2.19%
Q2 202537.0K$13M+2.44%
Q1 202538.1K$13M+2.67%
Q4 202438.5K$12M+2.65%
Q2 202438.4K$10M+2.26%
Q1 202437.8K$11M+2.45%
Q4 202338.1K$10M+2.44%
Q3 202338.5K$9M+2.39%
Q2 202338.5K$9M+2.33%
Q1 202338.8K$9M+2.51%
Q4 202237.1K$8M+2.45%
Q3 202237.6K$7M+2.19%
Q2 202237.5K$7M+2.29%
Q1 202237.1K$8M+2.18%
Q4 202135.5K$8M+2.08%
Q3 202134.3K$8M+2.25%
Q2 202133.3K$8M+2.26%
Q1 202133.1K$7M+2.21%
Q4 202033.1K$7M+2.55%
Q3 202032.8K$7M+2.69%
Q2 202032.6K$6M+2.68%
Q1 202031.8K$5M+2.85%
Q4 201931.7K$6M+2.86%
Q3 201932.3K$6M+2.88%
Q2 201932.0K$6M+2.96%
Q1 201931.8K$5M+2.82%
Q4 201831.2K$4M+2.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Perennial Advisors, LLC’s full portfolio or all institutional holders of V.