Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,824
-$40,292 QoQ
Shares Held
597
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4,236
of 4,491 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $4,210,263 across 9 Credit Services names. V ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
7,357 | $3,778,555 | |
| 2 | V |
Visa Inc.
This page
|
597 | $204,824 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
10,765 | $193,016 | |
| 4 | AXP |
American Express Co
|
37 | $12,515 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
227 | $9,801 | |
| 6 | COF |
Capital One Financial Corp
|
39 | $7,824 | |
| 7 | SEZL |
Sezzle Inc.
|
12 | $2,059 | |
| 8 | SYF |
Synchrony Financial
|
14 | $1,064 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,824 | 597 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $245,116 | 811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $412,084 | 1,175 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $358,449 | 1,050 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $444,877 | 1,253 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $481,882 | 1,375 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $404,847 | 1,281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $399,502 | 1,453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $379,269 | 1,445 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $403,270 | 1,445 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $329,863 | 1,267 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $175,957 | 765 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $181,672 | 765 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $129,639 | 575 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $116,345 | 560 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $99,484 | 560 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $1,714,282 | 7,730 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,053,427 | 4,861 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,164,537 | 5,228 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,043,071 | 4,461 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $611,687 | 2,889 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $557,105 | 2,547 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $487,726 | 2,439 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $474,811 | 2,458 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $453,875 | 2,817 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||