Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,448,206
+$2,101,702 QoQ
Shares Held
42,112
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,046
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. V ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,256 | $255,610 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,448,206 | 42,112 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,346,504 | 40,850 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,862,864 | 39,528 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,373,902 | 39,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,202,534 | 37,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,138,044 | 37,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,866,985 | 37,549 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,864,381 | 35,877 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,465,980 | 36,065 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,714,774 | 34,810 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $7,283,030 | 27,974 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,393,357 | 27,796 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,954,601 | 29,285 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,694,443 | 25,257 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,209,425 | 20,261 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,729,939 | 20,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,386,906 | 22,281 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,782,065 | 17,054 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,526,955 | 16,275 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,813,925 | 17,122 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,929,111 | 16,804 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,749,949 | 12,988 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,475,990 | 6,748 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,135,029 | 5,676 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,074,025 | 5,560 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $647,057 | 4,016 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||