Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,950,510
+$1,938,508 QoQ
Shares Held
34,832
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,136
of 4,501 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, 2026Sigma Planning Corp holds $30,203,015 across 10 Credit Services names. V ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
34,832 | $11,950,510 | |
| 2 | MA |
Mastercard Inc
|
9,330 | $4,791,888 | |
| 3 | AXP |
American Express Co
|
13,357 | $4,518,005 | |
| 4 | COF |
Capital One Financial Corp
|
15,129 | $3,035,179 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
14,158 | $1,534,019 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
79,778 | $1,430,419 | |
| 7 | ECPG |
Encore Capital Group Inc
|
13,084 | $1,220,606 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
4,709 | $1,018,650 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,950,510 | 34,832 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,012,002 | 33,126 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,387,553 | 32,470 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,194,776 | 35,722 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,516,398 | 38,069 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,822,843 | 39,442 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,300,276 | 38,920 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,087,083 | 40,324 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,800,902 | 41,151 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $12,542,971 | 44,944 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,406,423 | 16,925 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,776,575 | 42,505 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,017,590 | 37,972 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,071,298 | 44,670 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,352,473 | 49,829 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $9,771,815 | 55,006 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,124,285 | 56,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,094,592 | 63,555 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $14,039,774 | 64,786 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,508,153 | 65,132 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $15,068,296 | 64,444 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,675,428 | 59,866 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $14,483,425 | 66,216 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,676,698 | 63,393 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,906,957 | 56,463 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,662,616 | 53,765 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||