Community Financial Services Group, LLC

Position in V — Visa Inc.

CIK 1537319 NEWPORT, VT

Position in V

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$15,061,307

+$2,178,026 QoQ

Shares Held

43,899

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.72%

of 13F equity value

Holder Rank

#1,028

of 4,501 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Community Financial Services Group, LLC holds $21,317,709 across 4 Credit Services names. V ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	43,899	$15,061,307
2	AXP	American Express Co	17,652	$5,970,788
3	MA	Mastercard Inc	394	$202,357
4	COF	Capital One Financial Corp	415	$83,257

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,061,307	43,899	+3.0%	Shares	Defined	2026-07-09
2026-03-31	$12,883,281	42,626	+2.4%	Shares	Defined	2026-04-08
2025-12-31	$14,603,563	41,640	-0.7%	Shares	Sole	2026-01-15
2025-09-30	$14,317,818	41,941	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$14,731,378	41,491	-0.9%	Shares	Sole	2025-07-18
2025-03-31	$14,677,264	41,880	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$13,426,958	42,485	+1.0%	Shares	Sole	2025-01-29
2024-09-30	$11,567,970	42,073	+1.8%	Shares	Sole	2024-10-21
2024-06-30	$10,843,947	41,315	-0.1%	Shares	Sole	2024-07-25
2024-03-31	$11,536,887	41,339	+0.3%	Shares	Sole	2024-04-23
2023-09-30	$9,484,002	41,233	+8.4%	Shares	Sole	2023-11-07
2021-12-31	$8,240,614	38,026	+57.5%	Shares	Sole	2022-03-10
2021-09-30	$5,377,853	24,143	+3.9%	Shares	Sole	2021-11-09
2021-06-30	$5,434,911	23,244	+5.3%	Shares	Sole	2021-07-23
2021-03-31	$4,675,421	22,082	+3.4%	Shares	Sole	2021-05-14
2020-12-31	$4,672,290	21,361	+12.3%	Shares	Sole	2021-02-04
2020-09-30	$3,804,628	19,026	+17.1%	Shares	Sole	2020-10-29
2020-06-30	$3,137,659	16,243	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.