OXFORD FINANCIAL GROUP, LTD. LLC

Position in V — Visa Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$463,857

-$127,928 QoQ

Shares Held

1,352

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,585

of 4,498 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $2,862,930 across 4 Credit Services names. V ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,446	$1,769,865
2	V	Visa Inc. This page	1,352	$463,857
3	AXP	American Express Co	1,011	$341,970
4	SOFI	SoFi Technologies, Inc.	16,020	$287,238

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,857	1,352	-30.9%	Shares	Sole	2026-08-11
2026-03-31	$591,785	1,958	-16.7%	Shares	Sole	2026-05-06
2025-12-31	$824,168	2,350	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$792,001	2,320	+22.8%	Shares	Sole	2025-11-13
2025-06-30	$671,044	1,890	-37.5%	Shares	Sole	2025-08-14
2025-03-31	$1,060,141	3,025	-16.9%	Shares	Sole	2025-05-15
2024-12-31	$1,151,017	3,642	-8.2%	Shares	Sole	2025-02-11
2024-09-30	$1,090,726	3,967	-7.4%	Shares	Sole	2024-11-12
2024-06-30	$1,123,896	4,282	+13.3%	Shares	Sole	2024-08-14
2024-03-31	$1,054,643	3,779	+5.7%	Shares	Sole	2024-05-13
2023-12-31	$930,751	3,575	-12.7%	Shares	Sole	2024-02-14
2023-09-30	$941,430	4,093	-5.3%	Shares	Sole	2023-11-13
2023-06-30	$1,026,863	4,324	+84.7%	Shares	Sole	2023-08-10
2023-03-31	$527,801	2,341	+23.0%	Shares	Sole	2023-05-12
2022-12-31	$395,575	1,904	+34.7%	Shares	Sole	2023-02-14
2022-09-30	$251,197	1,414	-6.8%	Shares	Sole	2022-11-02
2022-06-30	$298,682	1,517	-3.6%	Shares	Sole	2022-08-11
2022-03-31	$349,065	1,574	-46.7%	Shares	Sole	2022-05-13
2021-12-31	$639,511	2,951	+11.4%	Shares	Sole	2022-02-10
2021-09-30	$589,842	2,648	+103.1%	Shares	Sole	2021-11-12
2021-06-30	$304,901	1,304	+3.7%	Shares	Sole	2021-08-03
2021-03-31	$266,356	1,258	+24.4%	Shares	Sole	2021-05-10
2020-12-31	$221,136	1,011	-3.0%	Shares	Sole	2021-02-10
2020-09-30	$208,368	1,042	-29.4%	Shares	Sole	2020-11-12
2020-03-31	$237,652	1,475	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.