Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,082,406
+$1,004,058 QoQ
Shares Held
20,643
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,441
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $26,042,718 across 4 Credit Services names. V ranks #2 (27.2% of the industry book) .
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,082,406 | 20,643 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,078,348 | 20,111 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,958,212 | 16,989 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,735,524 | 16,801 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $5,931,819 | 16,707 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,178,746 | 14,777 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,479,500 | 17,338 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,762,133 | 17,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,847,557 | 18,469 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,270,983 | 18,887 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,373,623 | 20,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,037,155 | 30,595 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,566,825 | 31,863 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,386,971 | 32,764 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,622,714 | 36,690 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,572,864 | 42,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,080,584 | 66,436 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,132,007 | 122,343 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,685,152 | 136,981 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,516,527 | 136,999 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,519,589 | 130,526 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,971,648 | 122,664 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $24,958,842 | 114,108 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,508,573 | 107,559 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,795,136 | 107,652 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,265,619 | 107,160 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||