COURIER CAPITAL LLC

Position in V — Visa Inc.

CIK 1015247 BUFFALO, NY

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$11,120,919

-$1,493,768 QoQ

Shares Held

32,414

-9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#1,185

of 4,500 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Jun 30, 2021

CallValue

CallShares

PutValue

$93,528

PutShares

400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $23,712,861 across 4 Credit Services names. V ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	32,414	$11,120,919
2	AXP	American Express Co	19,147	$6,476,472
3	MA	Mastercard Inc	7,806	$4,009,161
4	COF	Capital One Financial Corp	10,499	$2,106,309

All Filings in V

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,120,919	32,414	-9.9%	Shares	Sole	2026-07-16
2025-12-31	$12,614,687	35,969	-6.6%	Shares	Sole	2026-01-29
2025-09-30	$13,150,981	38,523	-2.9%	Shares	Sole	2025-10-29
2025-06-30	$14,090,514	39,686	+0.1%	Shares	Sole	2025-07-28
2025-03-31	$13,901,346	39,666	+1.7%	Shares	Sole	2025-04-14
2024-12-31	$12,329,984	39,014	-6.0%	Shares	Sole	2025-01-13
2024-09-30	$11,406,850	41,487	-2.1%	Shares	Sole	2024-10-22
2024-06-30	$11,119,541	42,365	-0.0%	Shares	Sole	2024-07-23
2024-03-31	$11,825,456	42,373	-0.8%	Shares	Sole	2024-04-16
2023-12-31	$11,117,465	42,702	+0.1%	Shares	Sole	2024-01-17
2023-09-30	$9,816,366	42,678	-2.8%	Shares	Sole	2023-10-13
2023-06-30	$10,423,234	43,891	-3.4%	Shares	Sole	2023-07-31
2023-03-31	$10,244,902	45,440	-1.0%	Shares	Sole	2023-05-18
2022-12-31	$9,535,560	45,897	-0.6%	Shares	Sole	2023-01-24
2022-09-30	$8,206,186	46,193	-0.6%	Shares	Sole	2022-10-18
2022-06-30	$9,152,037	46,483	+0.8%	Shares	Sole	2022-07-20
2022-03-31	$10,227,145	46,116	-6.6%	Shares	Sole	2022-05-02
2021-12-31	$10,702,440	49,386	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$11,167,348	50,134	-0.9%	Shares	Sole	2021-10-14
2021-06-30	$93,528	400	+33.3%	Put	Sole	2021-07-12
2021-06-30	$11,828,252	50,587	-0.5%	Shares	Sole	2021-07-12
2021-03-31	$10,761,177	50,825	+1.6%	Shares	Sole	2021-04-12
2020-12-31	$65,619	300	-40.0%	Put	Sole	2021-02-10
2020-12-31	$10,941,530	50,023	-0.3%	Shares	Sole	2021-02-10
2020-09-30	$40,994	500	0.0%	Put	Sole	2020-11-09
2020-09-30	$10,033,094	50,173	-1.8%	Shares	Sole	2020-11-09
2020-06-30	$58,951	500	—	Put	Sole	2020-07-06
2020-06-30	$9,873,305	51,112	-1.0%	Shares	Sole	2020-07-06
2020-03-31	$8,316,692	51,618	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.