Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$503,312
+$72,318 QoQ
Shares Held
1,467
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,522
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,063,772 across 10 Credit Services names. V ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,467 | $503,312 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
11,579 | $499,981 | |
| 3 | AXP |
American Express Co
|
939 | $317,616 | |
| 4 | MA |
Mastercard Inc
|
434 | $222,902 | |
| 5 | COF |
Capital One Financial Corp
|
925 | $185,573 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,170 | $95,413 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
2,450 | $86,803 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,600 | $64,548 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,312 | 1,467 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $430,994 | 1,426 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $500,111 | 1,426 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $486,465 | 1,425 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $396,945 | 1,118 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $284,923 | 813 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $256,940 | 813 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $218,584 | 795 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $216,536 | 825 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $211,542 | 758 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $173,913 | 668 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $153,646 | 668 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $158,636 | 668 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $156,018 | 692 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $147,301 | 709 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $98,240 | 553 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $108,880 | 553 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $128,404 | 579 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $125,475 | 579 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $128,972 | 579 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $135,381 | 579 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $122,591 | 579 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $137,362 | 628 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $110,383 | 552 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $106,629 | 552 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $88,938 | 552 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||