Position in V
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,989,536
-$2,508,769 QoQ
Shares Held
23,287
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,366
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 60%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $132,348,636 across 13 Credit Services names. V ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
525,329 | $105,391,503 | |
| 2 | V |
Visa Inc.
This page
|
23,287 | $7,989,536 | |
| 3 | MA |
Mastercard Inc
|
15,076 | $7,743,032 | |
| 4 | AXP |
American Express Co
|
18,555 | $6,276,228 | |
| 5 | ENVA |
Enova International, Inc.
|
4,192 | $1,009,140 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,332 | $748,395 | |
| 7 | NAVI |
Navient Corp
|
87,386 | $743,654 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
10,380 | $632,868 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,989,536 | 23,287 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $10,498,305 | 34,735 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,831,929 | 25,183 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,632,816 | 25,288 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $8,356,811 | 23,537 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,895,161 | 22,528 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,010,714 | 22,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,098,115 | 22,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,699,272 | 21,714 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,897,517 | 21,132 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,541,809 | 21,286 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,551,667 | 19,789 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,639,883 | 19,538 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $6,494,374 | 28,805 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,794,634 | 27,891 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $4,698,131 | 26,446 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,676,333 | 23,751 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,568,422 | 25,109 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,264,002 | 28,905 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,166,168 | 14,214 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,858,449 | 12,225 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,410,546 | 11,385 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,407,779 | 11,008 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,084,687 | 10,425 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,968,209 | 10,189 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,668,236 | 10,354 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||