Choate Investment Advisors

Position in V — Visa Inc.

CIK 1399794 BOSTON, MA

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$35,066,542

+$3,142,442 QoQ

Shares Held

102,208

-3.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#666

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $80,054,057 across 5 Credit Services names. V ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	102,208	$35,066,542
2	MA	Mastercard Inc	54,084	$27,777,542
3	AXP	American Express Co	46,033	$15,570,662
4	COF	Capital One Financial Corp	6,090	$1,221,775
5	AFRM	Affirm Holdings, Inc.	5,120	$417,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,066,542	102,208	-3.2%	Shares	Sole	2026-08-11
2026-03-31	$31,924,100	105,625	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$37,091,440	105,761	+2.1%	Shares	Sole	2026-02-09
2025-09-30	$35,346,485	103,540	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$36,925,910	104,002	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$36,378,799	103,803	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$32,795,470	103,770	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$28,320,399	103,002	+2.0%	Shares	Sole	2024-11-13
2024-06-30	$26,505,270	100,984	-2.6%	Shares	Sole	2024-08-08
2024-03-31	$28,932,502	103,671	+1.8%	Shares	Sole	2024-05-07
2023-12-31	$26,523,156	101,875	+319.2%	Shares	Sole	2024-02-14
2023-09-30	$5,589,933	24,303	+48.7%	Shares	Sole	2023-10-30
2023-06-30	$3,880,898	16,342	+29.8%	Shares	Sole	2023-08-01
2023-03-31	$2,839,443	12,594	0.0%	Shares	Sole	2023-05-15
2022-12-31	$2,616,529	12,594	+44.2%	Shares	Sole	2023-02-14
2022-09-30	$1,551,417	8,733	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$1,797,802	9,131	-28.2%	Shares	Sole	2022-08-11
2022-03-31	$2,818,474	12,709	+68.0%	Shares	Sole	2022-04-29
2021-12-31	$1,639,411	7,565	+45.6%	Shares	Sole	2022-02-07
2021-09-30	$1,157,631	5,197	+1.3%	Shares	Sole	2021-11-04
2021-06-30	$1,199,964	5,132	+15.8%	Shares	Sole	2021-07-30
2021-03-31	$937,963	4,430	+4.8%	Shares	Sole	2021-05-07
2020-12-31	$924,571	4,227	-34.4%	Shares	Sole	2021-02-08
2020-09-30	$1,289,406	6,448	+7.1%	Shares	Sole	2020-10-26
2020-06-30	$1,163,462	6,023	+5.5%	Shares	Sole	2020-07-23
2020-03-31	$919,511	5,707	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.