Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,526,406
+$727,889 QoQ
Shares Held
4,449
+68.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,576
of 4,491 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,446,451 across 11 Credit Services names. V ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
4,449 | $1,526,406 | |
| 2 | MA |
Mastercard Inc
|
2,657 | $1,364,635 | |
| 3 | AXP |
American Express Co
|
565 | $191,110 | |
| 4 | COF |
Capital One Financial Corp
|
4,212 | $176,360 | |
| 5 | WU |
Western Union CO
|
11,901 | $91,637 | |
| 6 | SYF |
Synchrony Financial
|
876 | $66,619 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
400 | $17,272 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
51 | $5,525 |
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,406 | 4,449 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $798,517 | 2,642 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $728,073 | 2,076 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $708,704 | 2,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $682,051 | 1,921 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $673,934 | 1,923 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $650,094 | 2,057 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $359,909 | 1,309 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $343,573 | 1,309 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $365,315 | 1,309 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $340,798 | 1,309 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $301,083 | 1,309 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $465,223 | 1,959 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $441,676 | 1,959 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $407,001 | 1,959 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $328,297 | 1,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,852 | 1,848 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $409,830 | 1,848 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $392,028 | 1,809 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $638,847 | 2,868 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,997 | 1,159 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $460,512 | 2,175 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $244,102 | 1,116 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $353,147 | 1,766 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $341,138 | 1,766 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||