BAR HARBOR WEALTH MANAGEMENT

Position in V — Visa Inc.

CIK 1035463 CONCORD, NH

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,532,454

+$531,816 QoQ

Shares Held

10,296

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,924

of 4,515 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $26,153,467 across 4 Credit Services names. V ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNI	Nelnet Inc	108,589	$14,478,171
2	MA	Mastercard Inc	14,505	$7,449,768
3	V	Visa Inc. This page	10,296	$3,532,454
4	AXP	American Express Co	2,049	$693,074

All Filings in V

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,532,454	10,296	+3.7%	Shares	Defined	2026-07-15
2026-03-31	$3,000,638	9,928	-7.6%	Shares	Defined	2026-04-17
2025-12-31	$3,768,729	10,746	-0.5%	Shares	Defined	2026-01-22
2025-09-30	$3,686,562	10,799	-0.6%	Shares	Defined	2025-10-15
2025-06-30	$3,858,683	10,868	-2.3%	Shares	Defined	2025-07-23
2025-03-31	$3,897,115	11,120	-9.3%	Shares	Defined	2025-04-16
2024-12-31	$3,875,598	12,263	-1.5%	Shares	Defined	2025-01-13
2024-09-30	$3,422,302	12,447	-3.8%	Shares	Defined	2024-10-16
2024-06-30	$3,395,574	12,937	-0.5%	Shares	Defined	2024-07-17
2024-03-31	$3,629,714	13,006	+5.7%	Shares	Defined	2024-04-24
2023-12-31	$3,202,565	12,301	+1.4%	Shares	Defined	2024-01-17
2023-09-30	$2,789,331	12,127	-10.7%	Shares	Defined	2023-11-28
2023-06-30	$3,224,978	13,580	-2.7%	Shares	Defined	2023-08-09
2023-03-31	$3,145,392	13,951	-4.7%	Shares	Defined	2023-04-24
2022-12-31	$3,040,983	14,637	-4.6%	Shares	Defined	2023-06-09
2022-09-30	$2,725,328	15,341	-7.5%	Shares	Defined	2022-10-24
2022-06-30	$3,264,829	16,582	+70.4%	Shares	Defined	2022-08-12
2022-03-31	$2,158,043	9,731	-15.1%	Shares	Defined	2022-04-14
2021-12-31	$2,485,230	11,468	-4.8%	Shares	Defined	2022-01-28
2021-09-30	$2,682,801	12,044	-7.6%	Shares	Defined	2021-11-15
2021-06-30	$3,049,246	13,041	-12.3%	Shares	Defined	2021-08-11
2021-03-31	$3,149,695	14,876	-54.8%	Shares	Defined	2021-05-06
2020-12-31	$7,206,497	32,947	-10.4%	Shares	Defined	2021-02-09
2020-09-30	$7,356,096	36,786	-10.3%	Shares	Defined	2020-11-02
2020-06-30	$7,918,617	40,993	+5.5%	Shares	Defined	2020-08-04
2020-03-31	$6,258,867	38,846	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.