CWM, LLC

Position in V — Visa Inc.

CIK 1535847 OMAHA, NE

Position in V

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$81,522,892

-$8,038,271 QoQ

Shares Held

269,729

+5.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.9015382105743173.ToString("F0")% Shared 0.ToString("F0")% None 98.09846178942568.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $182,069,370 across 40 Credit Services names. V ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	269,729	$81,522,892
2	MA	Mastercard Inc	85,759	$42,850,341
3	COF	Capital One Financial Corp	84,912	$15,490,496
4	AXP	American Express Co	40,121	$12,135,800
5	PYPL	PayPal Holdings, Inc.	177,245	$8,016,791
6	SYF	Synchrony Financial	96,644	$6,573,724
7	OMF	OneMain Holdings, Inc.	58,751	$3,142,590
8	ALLY	Ally Financial Inc.	62,935	$2,468,940

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$81,522,892	269,729	+5.6%	Shares	Sole	2026-05-14
2025-12-31	$89,561,163	255,371	+8.2%	Shares	Sole	2026-01-26
2025-09-30	$80,578,993	236,039	+8.4%	Shares	Sole	2025-10-15
2025-06-30	$77,346,577	217,847	-8.4%	Shares	Sole	2025-07-25
2025-03-31	$83,350,252	237,831	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$74,236,847	234,897	+5.3%	Shares	Sole	2025-02-04
2024-09-30	$61,358,941	223,164	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$58,567,555	223,140	+18.3%	Shares	Sole	2024-07-10
2024-03-31	$52,633,650	188,597	+2.3%	Shares	Sole	2024-04-05
2023-12-31	$47,980,942	184,294	-0.2%	Shares	Sole	2024-02-01
2023-09-30	$42,492,967	184,744	-2.2%	Shares	Sole	2023-10-11
2023-06-30	$44,882,532	188,995	-3.7%	Shares	Sole	2023-08-03
2023-03-31	$44,235,026	196,199	+2.5%	Shares	Sole	2023-05-01
2022-12-31	$39,783,131	191,486	+7.5%	Shares	Sole	2023-02-01
2022-09-30	$31,657,762	178,203	+3.8%	Shares	Sole	2022-10-27
2022-06-30	$33,793,608	171,637	+5.8%	Shares	Sole	2022-07-28
2022-03-31	$35,991,496	162,292	-40.6%	Shares	Sole	2022-04-21
2021-12-31	$59,167,464	273,026	+26.9%	Shares	Sole	2022-01-31
2021-06-30	$50,299,358	215,120	0.0%	Shares	Sole	2021-09-15
2021-03-31	$45,547,357	215,120	0.0%	Shares	Sole	2021-09-15
2020-12-31	$47,053,197	215,120	0.0%	Shares	Sole	2021-09-15
2020-09-30	$43,017,546	215,120	0.0%	Shares	Sole	2021-09-15
2020-06-30	$41,554,730	215,120	0.0%	Shares	Sole	2021-09-15
2020-03-31	$34,660,134	215,120	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.