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Crown Oak Advisors, LLC → V

Crown Oak Advisors, LLC V Position History

Visa Inc. • Services

Quarters held
5
Latest value
$23.1M
Q3 2026
Peak value
$23.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$23M
Q4 2025$22.6M
Q1 2026$19.6M
Q2 2026$22.4M
Q3 2026$23.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.1M64.3K——
Q2 2026$22.4M65.1K——
Q1 2026$19.6M64.8K——
Q4 2025$22.6M64.3K——
Q3 2025$23M64.7K——

Other funds holding V

Other Crown Oak Advisors, LLC positions

SCHW-PJ

CHARLES SCHWAB CORP (THE)

$46.1M
SCHW-PJ

SCHWAB CHARLES CORP

$45.9M
SCHW-PJ

SCHWAB CHARLES CORP

$43.5M
SCHW-PJ

SCHWAB CHARLES CORP

$43.2M
SCHW-PJ

SCHWAB CHARLES CORP

$41.9M
HEI-A

HEICO CORP NEW

$22.6M
HEI-A

HEICO CORP NEW

$20.1M
DE

DEERE & CO

$18.8M