Position in V
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$424,949
-$445,570 QoQ
Shares Held
1,406
-44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$4,455
PutShares
20
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $930,833 across 7 Credit Services names. V ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,406 | $424,949 | |
| 2 | AXP |
American Express Co
|
1,218 | $368,420 | |
| 3 | MA |
Mastercard Inc
|
134 | $66,954 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,000 | $45,230 | |
| 5 | COF |
Capital One Financial Corp
|
103 | $18,790 | |
| 6 | SYF |
Synchrony Financial
|
57 | $3,877 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,199 | $2,613 |
All Filings in V
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,949 | 1,406 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $870,519 | 2,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $289,365 | 815 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $570,426 | 2,402 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $442,803 | 1,964 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $391,212 | 1,883 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $1,264,427 | 6,422 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $19,959 | 90 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $4,455 | 20 | Put | Sole | 2021-10-20 | |
| 2021-09-30 | $555,315 | 2,493 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,338 | 10 | Put | Sole | 2021-07-19 | |
| 2021-06-30 | $444,725 | 1,902 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $10,936 | 50 | Call | Sole | 2021-02-25 | |
| No filing history on record for this holder in this stock. | ||||||