Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$23,411,775
+$3,086,741 QoQ
Shares Held
68,238
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#212
of 1,929 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $45,755,860 across 7 Credit Services names. V ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
68,238 | $23,411,775 | |
| 2 | AXP |
American Express Co
|
40,299 | $13,631,136 | |
| 3 | MA |
Mastercard Inc
|
8,708 | $4,472,428 | |
| 4 | AGM |
Federal Agricultural Mortgage Corp
|
12,315 | $2,454,009 | |
| 5 | COF |
Capital One Financial Corp
|
6,458 | $1,295,603 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
15,798 | $283,258 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,809 | $207,651 |
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,411,775 | 68,238 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $20,325,034 | 67,248 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $23,334,839 | 66,536 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $18,083,239 | 52,971 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $18,447,687 | 51,958 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,642,081 | 44,633 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $14,206,313 | 44,951 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||