Keel Point, LLC

Position in V — Visa Inc.

CIK 1386935 HUNTSVILLE, AL

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,249,834

+$902,492 QoQ

Shares Held

21,131

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,428

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $10,213,221 across 4 Credit Services names. V ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	21,131	$7,249,834
2	MA	Mastercard Inc	3,180	$1,633,248
3	AXP	American Express Co	2,143	$724,869
4	COF	Capital One Financial Corp	3,017	$605,270

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,249,834	21,131	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$6,347,342	21,001	-20.6%	Shares	Sole	2026-06-01
2025-12-31	$9,281,540	26,465	-3.8%	Shares	Sole	2026-02-12
2025-09-30	$9,390,339	27,507	+0.4%	Shares	Sole	2025-12-16
2025-06-30	$9,726,239	27,394	+13.3%	Shares	Sole	2025-08-15
2025-03-31	$8,472,020	24,174	-1.3%	Shares	Sole	2025-05-15
2024-12-31	$7,742,031	24,497	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$6,892,721	25,069	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$6,638,653	25,293	+8.9%	Shares	Sole	2024-08-14
2024-03-31	$6,483,865	23,233	+9.7%	Shares	Sole	2024-04-16
2023-12-31	$5,511,609	21,170	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$4,881,272	21,222	-2.6%	Shares	Sole	2023-10-26
2023-06-30	$5,174,451	21,789	-6.1%	Shares	Sole	2023-07-12
2023-03-31	$5,230,672	23,200	-0.6%	Shares	Sole	2023-04-03
2022-12-31	$4,849,118	23,340	-2.6%	Shares	Sole	2023-01-17
2022-09-30	$4,257,026	23,963	+0.4%	Shares	Sole	2022-10-05
2022-06-30	$4,699,961	23,871	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$5,223,127	23,552	+5.7%	Shares	Sole	2022-04-27
2021-12-31	$4,830,249	22,289	-10.8%	Shares	Sole	2022-01-31
2021-09-30	$5,567,413	24,994	+3.9%	Shares	Sole	2021-11-04
2021-06-30	$5,623,838	24,052	+6.3%	Shares	Sole	2021-08-06
2021-03-31	$4,789,120	22,619	+5.0%	Shares	Sole	2021-05-17
2020-12-31	$4,710,131	21,534	+14.3%	Shares	Sole	2021-02-10
2020-09-30	$3,767,034	18,838	+25.7%	Shares	Sole	2020-11-18
2020-06-30	$2,896,004	14,992	-7.8%	Shares	Sole	2020-08-14
2020-03-31	$2,618,522	16,252	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.