Position in V
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$97,110,595
+$12,509,388 QoQ
Shares Held
283,047
+1.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#393
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. V ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,110,595 | 283,047 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $84,601,207 | 279,914 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,415,942 | 263,511 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $89,600,984 | 262,467 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $95,124,996 | 267,920 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $95,631,071 | 272,873 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $92,131,348 | 291,518 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $89,652,946 | 326,070 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $87,113,268 | 331,898 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $106,984,201 | 383,346 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $104,644,818 | 401,939 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $125,643,652 | 546,253 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $143,391,373 | 603,804 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $136,822,204 | 606,858 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $127,920,740 | 615,714 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $111,426,343 | 627,224 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $125,946,595 | 639,680 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $140,428,312 | 633,216 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $136,435,414 | 629,576 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $140,426,277 | 630,421 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $89,541,369 | 382,950 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $80,809,930 | 381,665 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $82,984,630 | 379,393 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $70,677,196 | 353,439 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $68,483,401 | 354,524 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $95,045,493 | 589,905 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||