Position in V
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,589,324
-$912,488 QoQ
Shares Held
18,493
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $7,427,880 across 20 Credit Services names. V ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
18,493 | $5,589,324 | |
| 2 | MA |
Mastercard Inc
|
1,879 | $938,861 | |
| 3 | AXP |
American Express Co
|
1,114 | $336,962 | |
| 4 | COF |
Capital One Financial Corp
|
1,416 | $258,320 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,014 | $226,783 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
651 | $29,828 | |
| 7 | ENVA |
Enova International, Inc.
|
107 | $14,533 | |
| 8 | ALLY |
Ally Financial Inc.
|
250 | $9,807 |
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,589,324 | 18,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,501,812 | 18,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,200,826 | 18,164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,979,752 | 16,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,154,077 | 17,560 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,620,771 | 17,785 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,021,686 | 18,264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,965,407 | 18,918 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,279,635 | 18,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $451,967 | 1,736 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,401 | 180 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237 | 1 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $207 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,020 | 17 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,663 | 44 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||