Triangle Securities Wealth Management

Broker-Dealer

Position in V — Visa Inc.

CIK 1541353 RALEIGH, NC

Position in V

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,431,586

+$272,272 QoQ

Shares Held

10,002

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#1,930

of 4,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $4,957,638 across 4 Credit Services names. V ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	10,002	$3,431,586
2	AXP	American Express Co	1,933	$653,837
3	MA	Mastercard Inc	1,264	$649,190
4	FCFS	FirstCash Holdings, Inc.	1,031	$223,025

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,431,586	10,002	-4.3%	Shares	Sole	2026-07-14
2026-03-31	$3,159,314	10,453	-2.8%	Shares	Sole	2026-04-20
2025-12-31	$3,770,483	10,751	-2.0%	Shares	Sole	2026-01-13
2025-09-30	$3,743,914	10,967	-0.4%	Shares	Sole	2025-10-15
2025-06-30	$3,908,745	11,009	-2.0%	Shares	Sole	2025-07-10
2025-03-31	$3,935,315	11,229	-2.7%	Shares	Sole	2025-04-10
2024-12-31	$3,646,469	11,538	-2.8%	Shares	Sole	2025-01-15
2024-09-30	$3,262,831	11,867	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$3,126,542	11,912	-2.8%	Shares	Sole	2024-07-10
2024-03-31	$3,418,450	12,249	+0.1%	Shares	Sole	2024-04-10
2023-12-31	$3,187,204	12,242	-1.5%	Shares	Sole	2024-01-10
2023-09-30	$2,858,104	12,426	-0.0%	Shares	Sole	2023-10-10
2023-06-30	$2,951,163	12,427	-3.2%	Shares	Sole	2023-07-13
2023-03-31	$2,893,779	12,835	-2.6%	Shares	Sole	2023-04-20
2022-12-31	$2,738,692	13,182	+0.5%	Shares	Sole	2023-01-11
2022-09-30	$2,331,123	13,122	-0.3%	Shares	Sole	2022-10-19
2022-06-30	$2,592,056	13,165	+1.8%	Shares	Sole	2022-07-11
2022-03-31	$2,866,820	12,927	-3.4%	Shares	Sole	2022-04-13
2021-12-31	$2,898,712	13,376	+2.7%	Shares	Sole	2022-01-14
2021-09-30	$2,901,541	13,026	-17.6%	Shares	Sole	2021-10-14
2021-06-30	$3,696,460	15,809	-2.6%	Shares	Sole	2021-07-12
2021-03-31	$3,437,224	16,234	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$3,568,361	16,314	+0.7%	Shares	Sole	2021-01-11
2020-09-30	$3,238,714	16,196	-2.6%	Shares	Sole	2020-10-09
2020-06-30	$3,212,417	16,630	-1.1%	Shares	Sole	2020-07-08
2020-03-31	$2,708,427	16,810	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.