Position in V
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,954,670
+$433,350 QoQ
Shares Held
17,356
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,552
of 4,491 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. V ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
This page
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,954,670 | 17,356 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,521,320 | 18,268 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,056,159 | 22,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,163,761 | 23,914 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,992,706 | 25,328 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $13,845,080 | 43,808 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $14,620,466 | 53,175 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $16,781,281 | 63,936 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $27,487,147 | 98,492 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $23,726,736 | 91,134 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $22,654,144 | 98,492 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $22,589,335 | 95,121 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $22,509,926 | 99,840 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $20,222,735 | 97,337 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $17,302,219 | 97,395 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $13,761,427 | 69,894 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $17,569,504 | 79,224 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $18,954,756 | 87,466 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $18,275,301 | 82,044 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $18,137,651 | 77,571 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $16,166,219 | 76,353 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $12,090,079 | 55,274 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $15,415,284 | 77,088 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $9,922,561 | 51,367 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $8,864,014 | 55,015 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||