Position in V
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,595,749
-$664,676 QoQ
Shares Held
11,897
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IMA Advisory Services, Inc. holds $9,894,871 across 17 Credit Services names. V ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
11,897 | $3,595,749 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
50,636 | $2,708,519 | |
| 3 | COF |
Capital One Financial Corp
|
13,360 | $2,437,264 | |
| 4 | MA |
Mastercard Inc
|
1,819 | $908,881 | |
| 5 | AXP |
American Express Co
|
759 | $229,582 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
77 | $3,482 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
18 | $3,384 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
154 | $2,445 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,595,749 | 11,897 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,260,425 | 12,148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,051,497 | 11,868 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,191,010 | 11,804 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,923,750 | 11,196 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,810,494 | 12,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,291,151 | 11,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,134,941 | 11,944 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,371,565 | 12,081 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,171,844 | 12,183 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,000,940 | 13,047 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,124,524 | 13,157 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,900,542 | 12,865 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,593,883 | 12,485 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,047,949 | 11,528 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,352,835 | 11,950 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,595,596 | 11,704 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,397,246 | 11,062 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,369,169 | 10,636 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,453,473 | 10,493 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,936,270 | 9,145 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,920,668 | 8,781 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,450,832 | 12,256 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,763,683 | 14,307 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,330,439 | 14,464 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||