Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$989,471
+$84,867 QoQ
Shares Held
2,884
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#2,959
of 4,500 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $2,073,201 across 2 Credit Services names. V ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
23,585 | $1,083,730 | |
| 2 | V |
Visa Inc.
This page
|
2,884 | $989,471 |
All Filings in V
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,471 | 2,884 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $904,604 | 2,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,084,746 | 3,093 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||