Clean Yield Group

Position in V — Visa Inc.

CIK 1525865 NORWICH, VT

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$212,029

+$15,573 QoQ

Shares Held

618

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#4,199

of 4,491 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clean Yield Group holds $3,691,648 across 6 Credit Services names. V ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	102,471	$1,837,305
2	AXP	American Express Co	3,079	$1,041,471
3	MA	Mastercard Inc	1,098	$563,932
4	V	Visa Inc. This page	618	$212,029
5	PYPL	PayPal Holdings, Inc.	642	$27,721
6	ALLY	Ally Financial Inc.	200	$9,190

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,029	618	-4.9%	Shares	Sole	2026-08-05
2026-03-31	$196,456	650	-4.3%	Shares	Sole	2026-04-14
2025-12-31	$238,132	679	0.0%	Shares	Sole	2026-01-26
2025-09-30	$231,797	679	0.0%	Shares	Sole	2025-10-23
2025-06-30	$241,078	679	0.0%	Shares	Sole	2025-07-17
2025-03-31	$237,962	679	0.0%	Shares	Sole	2025-04-14
2024-12-31	$214,591	679	0.0%	Shares	Sole	2025-01-13
2024-09-30	$186,691	679	+25.3%	Shares	Sole	2024-10-07
2024-06-30	$142,258	542	0.0%	Shares	Sole	2024-07-10
2024-03-31	$151,261	542	0.0%	Shares	Sole	2024-05-29
2023-12-31	$141,109	542	0.0%	Shares	Sole	2024-01-24
2023-09-30	$124,665	542	+58.5%	Shares	Sole	2023-10-12
2023-06-30	$81,218	342	-5.5%	Shares	Sole	2023-07-26
2023-03-31	$81,616	362	0.0%	Shares	Sole	2023-04-26
2022-12-31	$75,209	362	-4.2%	Shares	Sole	2023-01-31
2022-09-30	$67,151	378	+3.3%	Shares	Sole	2022-10-31
2022-06-30	$72,061	366	-6.9%	Shares	Sole	2022-07-18
2022-03-31	$87,155	393	-62.9%	Shares	Sole	2022-04-25
2021-12-31	$229,495	1,059	0.0%	Shares	Sole	2022-01-24
2021-09-30	$235,892	1,059	-1.8%	Shares	Sole	2021-10-27
2021-06-30	$252,057	1,078	+55.3%	Shares	Sole	2021-07-26
2020-12-31	$151,798	694	+11.2%	Shares	Sole	2021-01-26
2020-09-30	$124,781	624	-21.9%	Shares	Sole	2020-10-16
2020-06-30	$154,342	799	0.0%	Shares	Sole	2020-07-22
2020-03-31	$128,734	799	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.