SUMMITRY LLC

Position in V — Visa Inc.

CIK 1280043 Foster City, CA

Position in V

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$149,536,805

+$39,363,978 QoQ

Shares Held

435,853

+19.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

5.65%

of 13F equity value

Holder Rank

#310

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

SUMMITRY LLC holds $262,197,793 across 5 Credit Services names. V ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	435,853	$149,536,805
2	MA	Mastercard Inc	217,969	$111,948,878
3	AXP	American Express Co	739	$249,966
4	PYPL	PayPal Holdings, Inc.	5,592	$241,462
5	COF	Capital One Financial Corp	1,100	$220,682

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,536,805	435,853	+19.6%	Shares	Sole	2026-07-21
2026-03-31	$110,172,827	364,521	+87.1%	Shares	Sole	2026-05-22
2025-12-31	$68,315,502	194,792	+3.0%	Shares	Sole	2026-02-09
2025-09-30	$64,578,854	189,170	+3.2%	Shares	Sole	2025-11-07
2025-06-30	$65,105,518	183,370	-21.3%	Shares	Sole	2025-08-08
2025-03-31	$81,672,950	233,045	-27.1%	Shares	Sole	2025-05-13
2024-12-31	$101,010,492	319,613	+1.7%	Shares	Sole	2025-02-12
2024-09-30	$86,439,055	314,381	+1.7%	Shares	Sole	2024-11-07
2024-06-30	$81,159,136	309,213	+1.5%	Shares	Sole	2024-08-09
2024-03-31	$84,991,302	304,541	+1.6%	Shares	Sole	2024-05-06
2023-12-31	$78,007,889	299,627	+4.9%	Shares	Sole	2024-02-07
2023-09-30	$65,719,147	285,723	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$67,417,484	283,887	-0.5%	Shares	Sole	2023-08-08
2023-03-31	$64,328,021	285,319	-0.8%	Shares	Sole	2023-05-12
2022-12-31	$59,782,940	287,750	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$51,347,245	289,036	-10.5%	Shares	Sole	2022-11-09
2022-06-30	$63,561,408	322,827	-2.6%	Shares	Sole	2022-08-09
2022-03-31	$73,529,174	331,556	+36.0%	Shares	Sole	2022-05-09
2021-12-31	$52,820,678	243,739	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$52,650,749	236,367	+2.4%	Shares	Sole	2021-11-12
2021-06-30	$53,970,800	230,822	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$48,269,993	227,979	+1.3%	Shares	Sole	2021-05-12
2020-12-31	$49,207,250	224,968	-3.5%	Shares	Sole	2021-02-05
2020-09-30	$46,625,005	233,160	-4.8%	Shares	Sole	2020-11-12
2020-06-30	$47,297,094	244,847	-5.7%	Shares	Sole	2020-08-07
2020-03-31	$41,846,086	259,720	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.