Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$230,213
+$27,410 QoQ
Shares Held
671
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#4,138
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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $314,764 across 8 Credit Services names. V ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
671 | $230,213 | |
| 2 | MA |
Mastercard Inc
|
139 | $71,390 | |
| 3 | AXP |
American Express Co
|
28 | $9,471 | |
| 4 | COF |
Capital One Financial Corp
|
11 | $2,206 | |
| 5 | ALLY |
Ally Financial Inc.
|
14 | $643 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7 | $570 | |
| 7 | SYF |
Synchrony Financial
|
3 | $228 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1 | $43 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,213 | 671 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $202,803 | 671 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $249,705 | 712 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $268,324 | 786 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $265,932 | 749 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $149,295 | 426 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $137,477 | 435 | Shares | Sole | 2025-07-17 | |
| 2024-06-30 | $303,152 | 1,155 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $315,360 | 1,130 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $206,978 | 795 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $373,765 | 1,625 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $393,503 | 1,657 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,296,168 | 5,749 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,135,200 | 5,464 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $1,020,421 | 5,744 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $1,146,489 | 5,823 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,285,600 | 5,797 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,174,567 | 5,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,264,997 | 5,679 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $1,318,043 | 5,637 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $1,035,359 | 4,890 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $1,065,652 | 4,872 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $853,072 | 4,266 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $612,348 | 3,170 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $495,282 | 3,074 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||