GRIMES & Co WEALTH MANAGEMENT, LLC

Position in V — Visa Inc.

CIK 1321993 WESTBOROUGH, MA

Position in V

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$17,368,930

+$1,641,873 QoQ

Shares Held

50,625

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#970

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

GRIMES & Co WEALTH MANAGEMENT, LLC holds $36,194,274 across 3 Credit Services names. V ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	50,625	$17,368,930
2	AXP	American Express Co	40,175	$13,589,193
3	MA	Mastercard Inc	10,195	$5,236,151

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,368,930	50,625	-2.7%	Shares	Sole	2026-07-17
2026-03-31	$15,727,057	52,035	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$18,371,592	52,384	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$18,008,819	52,753	+1.5%	Shares	Sole	2025-10-27
2025-06-30	$18,458,339	51,988	-1.2%	Shares	Sole	2025-07-22
2025-03-31	$18,431,742	52,593	-6.0%	Shares	Sole	2025-04-17
2024-12-31	$17,686,230	55,962	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$15,400,224	56,011	-16.1%	Shares	Sole	2024-10-22
2024-06-30	$17,525,121	66,770	+0.7%	Shares	Sole	2024-07-22
2024-03-31	$18,511,655	66,331	+2.1%	Shares	Sole	2024-04-17
2023-12-31	$16,921,448	64,995	+1.7%	Shares	Sole	2024-01-24
2023-09-30	$14,696,718	63,896	+1.3%	Shares	Sole	2023-10-19
2023-06-30	$14,977,151	63,067	-0.1%	Shares	Sole	2023-07-19
2023-03-31	$14,226,976	63,102	+0.6%	Shares	Sole	2023-04-20
2022-12-31	$13,033,200	62,732	+0.2%	Shares	Sole	2023-01-25
2022-09-30	$11,127,285	62,636	+3.4%	Shares	Sole	2022-10-28
2022-06-30	$11,930,746	60,596	+1.6%	Shares	Sole	2022-07-22
2022-03-31	$13,220,818	59,615	+20.2%	Shares	Sole	2022-05-06
2021-12-31	$10,746,865	49,591	+2.2%	Shares	Sole	2022-02-01
2021-09-30	$10,808,721	48,524	+2.3%	Shares	Sole	2021-11-08
2021-06-30	$11,088,913	47,425	+1.5%	Shares	Sole	2021-08-04
2021-03-31	$9,896,260	46,740	+2.8%	Shares	Sole	2021-05-12
2020-12-31	$9,946,090	45,472	+2.5%	Shares	Sole	2021-02-02
2020-09-30	$8,871,469	44,364	+5.1%	Shares	Sole	2020-11-12
2020-06-30	$8,155,251	42,218	+1.6%	Shares	Sole	2020-07-31
2020-03-31	$6,695,502	41,556	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.