Creative Planning

Position in V — Visa Inc.

CIK 1540235 OVERLAND PARK, KS

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$306,661,732

+$61,338,966 QoQ

Shares Held

893,823

+10.1% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#186

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)

Derivatives in V

reported options exposure · as of Dec 31, 2022

CallValue

$41,552

CallShares

200

PutValue

$705

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 Jun 30, 2026

Creative Planning holds $704,705,365 across 34 Credit Services names. V ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	893,823	$306,661,732
2	MA	Mastercard Inc	296,884	$152,479,622
3	AXP	American Express Co	278,355	$94,153,578
4	COF	Capital One Financial Corp	270,916	$54,351,167
5	PYPL	PayPal Holdings, Inc.	436,591	$18,851,998
6	FCFS	FirstCash Holdings, Inc.	50,456	$10,914,641
7	OMF	OneMain Holdings, Inc.	175,073	$10,674,199
8	ENVA	Enova International, Inc.	28,187	$6,785,456

All Filings in V

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,661,732	893,823	+10.1%	Shares	Defined	2026-08-13
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	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$705	1,000	0.0%	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	+10.4%	Shares	Sole	2023-02-10
2022-09-30	$22,000	1,000	0.0%	Put	Sole	2022-11-03
2022-09-30	$76,432,846	430,244	-10.5%	Shares	Sole	2022-11-03
2022-09-30	$17,765	100	0.0%	Call	Sole	2022-11-03
2022-06-30	$7,000	1,000	0.0%	Put	Sole	2022-08-15
2022-06-30	$94,646,991	480,710	+17.7%	Shares	Sole	2022-08-15
2022-06-30	$19,689	100	-90.0%	Call	Sole	2022-08-15
2022-03-31	$90,555,565	408,331	+15.2%	Shares	Sole	2022-05-16
2022-03-31	$1,000	1,000	-50.0%	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	+2.9%	Shares	Sole	2021-04-30
2021-03-31	$214,730	2,000	+100.0%	Put	Sole	2021-04-30
2020-12-31	$70,859,333	323,958	-1.0%	Shares	Sole	2021-01-29
2020-12-31	$218,730	1,000	0.0%	Put	Sole	2021-01-29
2020-12-31	$2,000	1,000	-33.3%	Call	Sole	2021-01-29
2020-09-30	$299,955	1,500	+200.0%	Call	Sole	2020-11-05
2020-09-30	$199,970	1,000	—	Put	Sole	2020-11-05
2020-09-30	$65,467,578	327,387	+0.7%	Shares	Sole	2020-11-05
2020-06-30	$96,585	500	0.0%	Call	Sole	2020-07-23
2020-06-30	$62,798,214	325,093	-5.8%	Shares	Sole	2020-07-23
2020-03-31	$80,560	500	—	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.