Creative Planning

Position in V — Visa Inc.

CIK 1540235 OVERLAND PARK, KS

Back to V Full portfolio

Position in V

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$245,322,766

-$23,422,798 QoQ

Shares Held

811,682

+5.9% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4547352962555487.ToString("F0")% Shared 0.ToString("F0")% None 99.54526470374445.ToString("F0")%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Dec 31, 2022

CallValue

$41,552

CallShares

200

PutValue

$207,760

PutShares

1,000

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, 2026

Creative Planning holds $575,520,081 across 30 Credit Services names. V ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	811,682	$245,322,766
2	MA	Mastercard Inc	282,263	$141,035,530
3	AXP	American Express Co	241,230	$72,967,249
4	COF	Capital One Financial Corp	226,760	$41,367,826
5	PYPL	PayPal Holdings, Inc.	478,103	$21,624,597
6	FCFS	FirstCash Holdings, Inc.	47,510	$8,931,880
7	OMF	OneMain Holdings, Inc.	149,331	$7,987,715
8	SOFI	SoFi Technologies, Inc.	294,595	$4,678,168

All Filings in V

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$245,322,766	811,682	+5.9%	Shares	Defined	2026-05-12
2025-12-31	$268,745,564	766,290	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$260,470,550	762,993	+16.6%	Shares	Sole	2025-11-14
2025-06-30	$232,318,091	654,325	+2.7%	Shares	Defined	2025-08-08
2025-03-31	$223,323,275	637,229	+10.4%	Shares	Sole	2025-05-15
2024-12-31	$182,336,433	576,941	+1.8%	Shares	Defined	2025-02-14
2024-09-30	$155,822,137	566,729	+2.4%	Shares	Defined	2024-10-11
2024-06-30	$145,253,753	553,411	+0.8%	Shares	Defined	2024-08-15
2024-03-31	$153,172,498	548,848	+5.0%	Shares	Sole	2024-05-13
2023-12-31	$136,130,505	522,875	+0.7%	Shares	Defined	2024-02-14
2023-09-30	$119,485,824	519,481	+7.8%	Shares	Defined	2023-11-16
2023-06-30	$114,473,671	482,035	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$107,864,121	478,418	+47741.8%	Shares	Sole	2023-05-15
2022-12-31	$207,760	1,000	+400.0%	Put	Sole	2023-02-10
2022-12-31	$41,552	200	-100.0%	Call	Sole	2023-02-10
2022-12-31	$98,723,396	475,180	+47418.0%	Shares	Sole	2023-02-10
2022-09-30	$177,650	1,000	-99.8%	Put	Sole	2022-11-03
2022-09-30	$76,432,846	430,244	+430144.0%	Shares	Sole	2022-11-03
2022-09-30	$17,765	100	-90.0%	Call	Sole	2022-11-03
2022-06-30	$196,890	1,000	-99.8%	Put	Sole	2022-08-15
2022-06-30	$94,646,991	480,710	+480610.0%	Shares	Sole	2022-08-15
2022-06-30	$19,689	100	-100.0%	Call	Sole	2022-08-15
2022-03-31	$90,555,565	408,331	+40733.1%	Shares	Sole	2022-05-16
2022-03-31	$221,770	1,000	-99.7%	Put	Sole	2022-05-16
2021-12-31	$76,813,509	354,453	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$78,585,977	352,799	+11.3%	Shares	Sole	2021-11-10
2021-06-30	$74,096,622	316,896	-4.9%	Shares	Sole	2021-08-04
2021-03-31	$70,554,364	333,228	+16561.4%	Shares	Sole	2021-04-30
2021-03-31	$423,460	2,000	-99.4%	Put	Sole	2021-04-30
2020-12-31	$70,859,333	323,958	+32295.8%	Shares	Sole	2021-01-29
2020-12-31	$218,730	1,000	0.0%	Put	Sole	2021-01-29
2020-12-31	$218,730	1,000	-33.3%	Call	Sole	2021-01-29
2020-09-30	$299,955	1,500	+50.0%	Call	Sole	2020-11-05
2020-09-30	$199,970	1,000	-99.7%	Put	Sole	2020-11-05
2020-09-30	$65,467,578	327,387	+65377.4%	Shares	Sole	2020-11-05
2020-06-30	$96,585	500	-99.8%	Call	Sole	2020-07-23
2020-06-30	$62,798,214	325,093	+64918.6%	Shares	Sole	2020-07-23
2020-03-31	$80,560	500	-99.9%	Call	Sole	2020-05-05
2020-03-31	$55,629,741	345,269	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.