PATTEN & PATTEN INC/TN

Position in V — Visa Inc.

CIK 1044905 CHATTANOOGA, TN

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$33,597,088

+$3,933,139 QoQ

Shares Held

97,925

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#676

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $38,981,698 across 5 Credit Services names. V ranks #1 (86.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	97,925	$33,597,088
2	MA	Mastercard Inc	5,558	$2,854,588
3	AXP	American Express Co	4,644	$1,570,833
4	PYPL	PayPal Holdings, Inc.	14,989	$647,225
5	COF	Capital One Financial Corp	1,555	$311,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,597,088	97,925	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$29,663,949	98,147	-0.5%	Shares	Sole	2026-05-01
2025-12-31	$34,610,517	98,687	-4.9%	Shares	Sole	2026-02-03
2025-09-30	$35,415,102	103,741	-0.9%	Shares	Sole	2025-10-31
2025-06-30	$37,175,155	104,704	-1.6%	Shares	Sole	2025-07-28
2025-03-31	$37,273,523	106,356	-1.2%	Shares	Sole	2025-05-07
2024-12-31	$34,014,437	107,627	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$29,851,321	108,570	-2.1%	Shares	Sole	2024-11-04
2024-06-30	$29,107,660	110,899	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$31,051,278	111,263	+1.6%	Shares	Sole	2024-05-10
2023-12-31	$28,503,118	109,480	-4.0%	Shares	Sole	2024-01-23
2023-09-30	$26,225,050	114,017	-0.9%	Shares	Sole	2023-10-27
2023-06-30	$27,312,099	115,008	-0.7%	Shares	Sole	2023-07-14
2023-03-31	$26,099,475	115,761	-0.4%	Shares	Sole	2023-04-25
2022-12-31	$24,144,205	116,212	-1.7%	Shares	Sole	2023-02-01
2022-09-30	$20,996,453	118,190	-1.0%	Shares	Sole	2022-10-19
2022-06-30	$23,500,790	119,360	-1.3%	Shares	Sole	2022-08-02
2022-03-31	$26,817,537	120,925	+0.4%	Shares	Sole	2022-04-25
2021-12-31	$26,104,886	120,460	+1.0%	Shares	Sole	2022-01-26
2021-09-30	$26,563,160	119,251	-0.9%	Shares	Sole	2021-10-22
2021-06-30	$28,150,291	120,393	+0.1%	Shares	Sole	2021-07-13
2021-03-31	$25,455,662	120,227	+2.3%	Shares	Sole	2021-04-23
2020-12-31	$25,715,867	117,569	+13.4%	Shares	Sole	2021-01-19
2020-09-30	$20,735,089	103,691	-2.0%	Shares	Sole	2020-10-08
2020-06-30	$20,440,476	105,816	+1.3%	Shares	Sole	2020-07-21
2020-03-31	$16,838,006	104,506	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.