Private Wealth Partners, LLC

Position in V — Visa Inc.

CIK 1335851 MILL VALLEY, CA

Back to V Full portfolio

Position in V

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

Position Value

$46,210,792

+$4,391,053 QoQ

Shares Held

134,690

-2.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

#572

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Jun 30, 2025

CallValue

CallShares

PutValue

$279

PutShares

1,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Private Wealth Partners, LLC holds $56,420,513 across 4 Credit Services names. V ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	134,690	$46,210,792
2	MA	Mastercard Inc	15,260	$7,837,536
3	AXP	American Express Co	6,420	$2,171,565
4	COF	Capital One Financial Corp	1,000	$200,620

All Filings in V

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,210,792	134,690	-2.7%	Shares	Sole	2026-08-03
2026-03-31	$41,819,739	138,366	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$48,606,652	138,595	-6.2%	Shares	Sole	2026-01-27
2025-09-30	$50,420,801	147,697	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$52,717,468	148,479	-6.7%	Shares	Sole	2025-08-01
2025-06-30	$279	1,800	—	Put	Sole	2025-08-01
2025-03-31	$55,778,162	159,157	-6.3%	Shares	Sole	2025-04-22
2024-12-31	$53,660,115	169,789	-1.4%	Shares	Sole	2025-02-03
2024-09-30	$47,347,489	172,204	-12.6%	Shares	Sole	2024-10-29
2024-06-30	$51,703,440	196,988	-3.2%	Shares	Sole	2024-08-08
2024-03-31	$56,798,640	203,521	-4.3%	Shares	Sole	2024-05-09
2023-12-31	$55,381,131	212,718	-0.3%	Shares	Sole	2024-02-02
2023-09-30	$49,089,424	213,423	-1.0%	Shares	Sole	2023-11-07
2023-06-30	$51,215,649	215,663	-0.7%	Shares	Sole	2023-08-03
2023-03-31	$48,971,039	217,205	+2.0%	Shares	Sole	2023-05-04
2022-12-31	$44,220,261	212,843	+5.0%	Shares	Sole	2023-01-25
2022-09-30	$36,021,735	202,768	-2.2%	Shares	Sole	2022-10-27
2022-06-30	$40,821,597	207,332	-4.9%	Shares	Sole	2022-08-02
2022-03-31	$48,347,855	218,009	-2.6%	Shares	Sole	2022-05-02
2021-12-31	$48,522,669	223,906	+0.2%	Shares	Sole	2022-02-07
2021-09-30	$49,753,662	223,361	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$51,882,787	221,892	+0.8%	Shares	Sole	2021-08-12
2021-03-31	$46,606,431	220,122	+7.0%	Shares	Sole	2021-05-04
2020-12-31	$44,996,916	205,719	-0.3%	Shares	Sole	2021-02-03
2020-09-30	$41,251,011	206,286	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$39,579,567	204,895	-3.6%	Shares	Sole	2020-07-31
2020-03-31	$34,229,138	212,445	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.