SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in V — Visa Inc.

CIK 1079935 LOS ANGELES, CA

Position in V

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,443,379

+$147,980 QoQ

Shares Held

4,207

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,635

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $61,176,187 across 4 Credit Services names. V ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	84,747	$43,526,058
2	AFRM	Affirm Holdings, Inc.	184,420	$15,039,450
3	V	Visa Inc. This page	4,207	$1,443,379
4	AXP	American Express Co	3,451	$1,167,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,379	4,207	-1.8%	Shares	Sole	2026-07-14
2026-03-31	$1,295,399	4,286	+1.3%	Shares	Defined	2026-04-15
2025-12-31	$1,484,204	4,232	+5.2%	Shares	Sole	2026-02-06
2025-09-30	$1,373,370	4,023	+1.2%	Shares	Sole	2025-11-05
2025-06-30	$1,411,323	3,975	-10.3%	Shares	Sole	2025-07-29
2025-03-31	$1,552,536	4,430	-1.7%	Shares	Sole	2025-05-16
2024-12-31	$1,424,391	4,507	+4.4%	Shares	Sole	2025-02-11
2024-09-30	$1,186,683	4,316	-2.1%	Shares	Sole	2024-11-06
2024-06-30	$1,156,705	4,407	+152.1%	Shares	Sole	2024-07-26
2024-03-31	$487,831	1,748	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$453,268	1,741	+0.6%	Shares	Sole	2024-01-29
2023-09-30	$398,147	1,731	-2.1%	Shares	Defined	2023-10-26
2023-06-30	$420,101	1,769	+1.5%	Shares	Sole	2023-07-20
2023-03-31	$392,751	1,742	-2.1%	Shares	Sole	2023-05-03
2022-12-31	$369,604	1,779	-0.3%	Shares	Defined	2023-01-11
2022-09-30	$317,104	1,785	-3.6%	Shares	Defined	2022-10-20
2022-06-30	$364,442	1,851	-13.5%	Shares	Defined	2022-07-13
2022-03-31	$474,808	2,141	-11.3%	Shares	Defined	2022-04-19
2021-12-31	$523,137	2,414	+17.8%	Shares	Sole	2022-01-20
2021-09-30	$456,414	2,049	-6.8%	Shares	Sole	2021-10-12
2021-06-30	$514,169	2,199	+3.4%	Shares	Sole	2021-07-16
2021-03-31	$450,349	2,127	+22.0%	Shares	Sole	2021-04-15
2020-12-31	$381,245	1,743	+6.2%	Shares	Sole	2021-01-13
2020-09-30	$328,350	1,642	+3.9%	Shares	Sole	2020-10-13
2020-06-30	$305,208	1,580	+21.4%	Shares	Sole	2020-07-21
2020-03-31	$209,778	1,302	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.