Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in V — Visa Inc.
CIK 1510434
Seattle, WA
Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,559,259
+$2,796,192 QoQ
Shares Held
39,521
+11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#302
of 1,929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $33,098,569 across 10 Credit Services names. V ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
39,521 | $13,559,259 | |
| 2 | MA |
Mastercard Inc
|
10,370 | $5,326,031 | |
| 3 | AXP |
American Express Co
|
15,479 | $5,235,771 | |
| 4 | WRLD |
World Acceptance Corp
|
11,326 | $2,535,097 | |
| 5 | COF |
Capital One Financial Corp
|
10,397 | $2,085,846 | |
| 6 | SYF |
Synchrony Financial
|
19,913 | $1,514,383 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
67,759 | $1,214,918 | |
| 8 | ALLY |
Ally Financial Inc.
|
14,148 | $650,100 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,559,259 | 39,521 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,763,067 | 35,611 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,433,370 | 35,452 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,350,884 | 33,250 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $10,993,413 | 30,963 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $10,405,857 | 29,692 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,859,282 | 24,868 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,868,807 | 21,345 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,613,445 | 21,387 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,974,265 | 21,407 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,193,991 | 27,632 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,434,299 | 27,974 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,672,475 | 28,097 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,596,283 | 29,257 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,843,822 | 32,941 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,949,845 | 39,121 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,716,889 | 18,878 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,146,655 | 18,698 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,803,043 | 17,549 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,561,995 | 15,991 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,362,242 | 27,210 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,708,240 | 26,960 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,013,106 | 27,491 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,477,828 | 32,394 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,922,246 | 35,835 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,688,341 | 35,305 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||