First Western Trust Bank

Bank

Position in V — Visa Inc.

CIK 1513189 Denver, CO

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,910,153

+$617,483 QoQ

Shares Held

28,885

-6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,244

of 4,501 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 83% Shared 1% None 16%

Financial Services · as of Jun 30, 2026

First Western Trust Bank holds $12,728,239 across 4 Credit Services names. V ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	28,885	$9,910,153
2	AXP	American Express Co	3,784	$1,279,938
3	MA	Mastercard Inc	2,139	$1,098,590
4	COF	Capital One Financial Corp	2,191	$439,558

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,910,153	28,885	-6.1%	Shares	Other	2026-07-29
2026-03-31	$9,292,670	30,746	-1.3%	Shares	Other	2026-05-12
2025-12-31	$10,927,421	31,158	+2.8%	Shares	Other	2026-02-12
2025-09-30	$10,344,155	30,301	-1.6%	Shares	Other	2025-11-14
2025-06-30	$10,933,764	30,795	-1.8%	Shares	Other	2025-08-08
2025-03-31	$10,988,672	31,355	-5.0%	Shares	Other	2025-05-12
2024-12-31	$10,426,475	32,991	-3.9%	Shares	Other	2025-02-13
2024-09-30	$9,443,156	34,345	-10.3%	Shares	Other	2024-11-07
2024-06-30	$10,052,600	38,300	-11.9%	Shares	Other	2024-08-05
2024-03-31	$12,133,002	43,475	-5.1%	Shares	Other	2024-05-16
2023-12-31	$11,929,757	45,822	-2.2%	Shares	Sole	2024-02-07
2023-09-30	$10,776,428	46,852	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$11,390,252	47,963	-1.3%	Shares	Sole	2023-08-11
2023-03-31	$10,952,621	48,579	+4.3%	Shares	Sole	2023-05-15
2022-12-31	$9,674,759	46,567	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$8,246,157	46,418	-0.5%	Shares	Sole	2022-11-09
2022-06-30	$9,188,855	46,670	-4.0%	Shares	Sole	2022-08-12
2022-03-31	$10,782,013	48,618	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.