Convergence Investment Partners, LLC

Position in V — Visa Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in V

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$514,978

-$37,214 QoQ

Shares Held

1,501

-17.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,503

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $11,729,974 across 6 Credit Services names. V ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFH	Bread Financial Holdings, Inc.	61,375	$6,649,981
2	SYF	Synchrony Financial	48,517	$3,689,717
3	V	Visa Inc. This page	1,501	$514,978
4	MA	Mastercard Inc	660	$338,976
5	AXP	American Express Co	964	$326,073
6	COF	Capital One Financial Corp	1,048	$210,249

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,978	1,501	-17.8%	Shares	Sole	2026-07-31
2026-03-31	$552,192	1,827	-6.1%	Shares	Sole	2026-05-07
2025-12-31	$682,130	1,945	-3.8%	Shares	Sole	2026-02-05
2025-09-30	$689,928	2,021	-1.4%	Shares	Sole	2025-11-04
2025-06-30	$727,852	2,050	-5.4%	Shares	Sole	2025-08-01
2025-03-31	$759,797	2,168	-18.8%	Shares	Sole	2025-05-06
2024-12-31	$844,142	2,671	-0.0%	Shares	Sole	2025-01-31
2024-09-30	$734,666	2,672	+3.8%	Shares	Sole	2024-10-29
2024-06-30	$675,860	2,575	-1.8%	Shares	Sole	2024-08-01
2024-03-31	$731,468	2,621	-3.8%	Shares	Sole	2024-05-03
2023-12-31	$709,453	2,725	-26.0%	Shares	Sole	2024-02-05
2023-09-30	$847,126	3,683	+35.6%	Shares	Sole	2023-11-02
2023-06-30	$644,995	2,716	-32.4%	Shares	Sole	2023-07-26
2023-03-31	$905,672	4,017	-6.6%	Shares	Sole	2023-05-09
2022-12-31	$893,575	4,301	+2.4%	Shares	Sole	2023-02-03
2022-09-30	$746,130	4,200	+7.8%	Shares	Sole	2022-11-08
2022-06-30	$766,886	3,895	-14.2%	Shares	Sole	2022-08-05
2022-03-31	$1,006,392	4,538	+47.8%	Shares	Sole	2022-04-26
2021-12-31	$665,516	3,071	-5.0%	Shares	Sole	2022-01-25
2021-09-30	$719,928	3,232	-4.8%	Shares	Sole	2021-10-25
2021-06-30	$793,585	3,394	-5.7%	Shares	Sole	2021-07-19
2021-03-31	$762,016	3,599	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$795,958	3,639	+2.1%	Shares	Sole	2021-02-05
2020-09-30	$712,893	3,565	-2.5%	Shares	Sole	2020-10-28
2020-06-30	$706,229	3,656	-59.1%	Shares	Sole	2020-07-30
2020-03-31	$1,440,251	8,939	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.