YHB Investment Advisors, Inc.

Position in V — Visa Inc.

CIK 1469219 West Hartford, CT

Position in V

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$28,338,890

+$3,966,861 QoQ

Shares Held

82,599

+2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#739

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $35,600,157 across 4 Credit Services names. V ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	82,599	$28,338,890
2	MA	Mastercard Inc	6,219	$3,194,078
3	AXP	American Express Co	6,067	$2,052,162
4	COF	Capital One Financial Corp	10,044	$2,015,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,338,890	82,599	+2.4%	Shares	Sole	2026-07-14
2026-03-31	$24,372,029	80,638	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$28,679,310	81,775	+0.5%	Shares	Sole	2026-01-16
2025-09-30	$27,764,776	81,331	-1.1%	Shares	Sole	2025-10-08
2025-06-30	$29,205,347	82,257	-0.8%	Shares	Sole	2025-07-10
2025-03-31	$29,055,587	82,907	-2.0%	Shares	Sole	2025-04-23
2024-12-31	$26,745,833	84,628	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$23,333,631	84,865	+0.0%	Shares	Sole	2024-10-22
2024-06-30	$22,264,280	84,826	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$23,777,616	85,200	-0.8%	Shares	Sole	2024-08-15
2023-12-31	$22,355,473	85,867	-53.5%	Shares	Sole	2024-01-29
2023-09-30	$42,510,218	184,819	+99.6%	Shares	Sole	2023-10-23
2023-06-30	$21,993,972	92,614	-1.0%	Shares	Sole	2023-08-10
2023-03-31	$21,095,390	93,566	+0.7%	Shares	Sole	2023-05-08
2022-12-31	$19,296,333	92,878	-0.8%	Shares	Sole	2023-01-12
2022-09-30	$16,628,750	93,604	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$18,440,323	93,658	-0.5%	Shares	Sole	2022-07-14
2022-03-31	$20,872,105	94,116	-2.1%	Shares	Sole	2022-04-14
2021-12-31	$20,839,917	96,165	+6.2%	Shares	Sole	2022-01-18
2021-09-30	$20,172,908	90,563	+0.5%	Shares	Sole	2021-10-28
2021-06-30	$21,064,376	90,088	+0.2%	Shares	Sole	2021-07-15
2021-03-31	$19,043,419	89,942	+1.7%	Shares	Sole	2021-04-22
2020-12-31	$19,351,918	88,474	+0.1%	Shares	Sole	2021-01-21
2020-09-30	$17,678,547	88,406	-9.1%	Shares	Sole	2020-11-02
2020-06-30	$18,793,122	97,288	+1.4%	Shares	Sole	2020-07-20
2020-03-31	$15,464,780	95,983	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.