Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$284,421
+$13,312 QoQ
Shares Held
829
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,960
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. V ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,421 | 829 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $271,109 | 897 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $928,329 | 2,647 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $926,846 | 2,715 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,067,280 | 3,006 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,080,818 | 3,084 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,287,230 | 4,073 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,111,072 | 4,041 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,753,299 | 6,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,047,666 | 3,754 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $986,726 | 3,790 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $905,089 | 3,935 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $929,971 | 3,916 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,768,959 | 7,846 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,723,369 | 8,295 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,328,111 | 7,476 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,522,944 | 7,735 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,704,302 | 7,685 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,720,027 | 7,937 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,775,985 | 7,973 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,158,860 | 9,233 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,930,977 | 9,120 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,233,233 | 10,210 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,181,072 | 10,907 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,706,463 | 8,834 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,500,510 | 9,313 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||