Welch & Forbes LLC

Position in V — Visa Inc.

CIK 105495 Boston, MA

Back to V Full portfolio

Position in V

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

Position Value

$241,914,817

+$24,437,723 QoQ

Shares Held

705,106

-2.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

3.23%

of 13F equity value

Holder Rank

#228

of 4,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $276,850,761 across 4 Credit Services names. V ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	705,106	$241,914,817
2	AXP	American Express Co	81,174	$27,457,105
3	MA	Mastercard Inc	13,080	$6,717,888
4	COF	Capital One Financial Corp	3,793	$760,951

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	$241,914,817	705,106	-2.0%	Shares	Sole	2026-07-30
2026-03-31	$217,477,094	719,551	-0.9%	Shares	Sole	2026-05-01
2025-12-31	$254,517,962	725,722	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$248,257,339	727,217	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$260,021,932	732,353	-0.8%	Shares	Sole	2025-08-05
2025-03-31	$258,640,180	738,002	-0.9%	Shares	Sole	2025-05-02
2024-12-31	$235,370,790	744,750	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$206,021,684	749,306	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$197,279,276	751,626	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$210,484,926	754,210	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$197,259,905	757,672	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$175,260,029	761,967	-0.7%	Shares	Sole	2023-11-03
2023-06-30	$182,234,552	767,368	-0.8%	Shares	Sole	2023-07-28
2023-03-31	$174,433,441	773,678	-0.2%	Shares	Sole	2023-04-14
2022-12-31	$161,108,738	775,456	-0.5%	Shares	Sole	2023-02-02
2022-09-30	$138,477,286	779,495	-0.2%	Shares	Other	2022-10-31
2022-06-30	$153,730,530	780,794	-0.1%	Shares	Other	2022-07-22
2022-03-31	$173,358,495	781,704	+0.9%	Shares	Other	2022-04-25
2021-12-31	$167,900,839	774,772	+0.6%	Shares	Other	2022-01-19
2021-09-30	$171,553,808	770,163	+0.3%	Shares	Sole	2021-10-13
2021-06-30	$179,570,719	767,987	+0.9%	Shares	Sole	2021-07-22
2021-03-31	$161,105,780	760,902	+2.3%	Shares	Sole	2021-04-14
2020-12-31	$162,741,462	744,029	-0.8%	Shares	Other	2021-01-20
2020-09-30	$149,963,301	749,929	-0.0%	Shares	Sole	2020-10-23
2020-06-30	$144,910,531	750,171	-0.8%	Shares	Sole	2020-07-15
2020-03-31	$121,878,900	756,448	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.