ProVise Management Group, LLC

Position in V — Visa Inc.

CIK 1305707 CLEARWATER, FL

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$16,884,145

+$2,251,498 QoQ

Shares Held

49,212

+1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#983

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $22,338,836 across 4 Credit Services names. V ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	49,212	$16,884,145
2	AXP	American Express Co	8,300	$2,807,475
3	MA	Mastercard Inc	4,748	$2,438,572
4	COF	Capital One Financial Corp	1,040	$208,644

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,884,145	49,212	+1.6%	Shares	Sole	2026-08-03
2026-03-31	$14,632,647	48,414	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$16,824,260	47,972	+1.7%	Shares	Sole	2026-01-29
2025-09-30	$16,096,749	47,152	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$16,645,454	46,882	-3.2%	Shares	Sole	2025-08-08
2025-03-31	$16,972,777	48,430	-4.4%	Shares	Sole	2025-05-08
2024-12-31	$16,003,317	50,637	-8.0%	Shares	Sole	2025-02-11
2024-09-30	$15,125,549	55,012	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$14,238,472	54,248	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$14,749,657	52,851	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$13,408,025	51,500	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$11,853,565	51,535	+1.8%	Shares	Sole	2023-11-08
2023-06-30	$12,017,675	50,605	+1.4%	Shares	Sole	2023-08-24
2023-03-31	$11,248,650	49,892	+5.0%	Shares	Sole	2023-05-08
2022-12-31	$9,874,001	47,526	+2.3%	Shares	Sole	2023-02-10
2022-09-30	$8,255,217	46,469	-0.4%	Shares	Sole	2022-11-09
2022-06-30	$9,182,949	46,640	+0.5%	Shares	Sole	2022-08-08
2022-03-31	$10,296,337	46,428	+0.4%	Shares	Sole	2022-04-27
2021-12-31	$10,019,370	46,234	+4.1%	Shares	Sole	2022-01-18
2021-09-30	$9,894,109	44,418	+0.6%	Shares	Sole	2021-10-20
2021-06-30	$10,325,257	44,159	-1.9%	Shares	Sole	2021-08-06
2021-03-31	$9,534,413	45,031	+0.2%	Shares	Sole	2021-04-22
2020-12-31	$9,827,757	44,931	+0.0%	Shares	Sole	2021-01-19
2020-09-30	$8,983,052	44,922	-3.6%	Shares	Sole	2020-10-26
2020-06-30	$9,003,267	46,608	-5.1%	Shares	Sole	2020-08-07
2020-03-31	$7,914,697	49,123	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.