Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,329,520
+$3,066,600 QoQ
Shares Held
79,657
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#761
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $30,274,220 across 2 Credit Services names. V ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
79,657 | $27,329,520 | |
| 2 | COF |
Capital One Financial Corp
|
14,678 | $2,944,700 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,329,520 | 79,657 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $24,262,920 | 80,277 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,153,245 | 80,275 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $27,332,931 | 80,066 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,005,275 | 84,510 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $30,479,155 | 86,969 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $28,244,810 | 89,371 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $26,163,417 | 95,157 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $25,421,269 | 96,854 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $27,378,864 | 98,104 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $27,439,327 | 105,394 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $25,028,538 | 108,815 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $26,769,220 | 112,722 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $25,831,403 | 114,572 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $23,922,732 | 115,146 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $20,361,354 | 114,615 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $22,962,099 | 116,624 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $25,831,769 | 116,480 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $25,595,401 | 118,109 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $26,852,289 | 120,549 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $28,262,992 | 120,875 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $26,030,721 | 122,943 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $26,969,190 | 123,299 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $24,761,685 | 123,827 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $24,342,703 | 126,017 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,968,801 | 130,144 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||