Copeland Capital Management, LLC

Position in V — Visa Inc.

CIK 1541743 Conshohocken, PA

Position in V

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$18,046,448

-$4,259,408 QoQ

Shares Held

59,709

-6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 33% Shared 63% None 4%

Financial Services · as of Mar 31, 2026

Copeland Capital Management, LLC holds $53,144,448 across 3 Credit Services names. V ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGM	Federal Agricultural Mortgage Corp	236,583	$35,097,088
2	V	Visa Inc. This page	59,709	$18,046,448
3	COF	Capital One Financial Corp	5	$912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,046,448	59,709	-6.1%	Shares	Sole	2026-05-06
2025-12-31	$22,305,856	63,602	-4.2%	Shares	Sole	2026-01-29
2025-09-30	$22,663,876	66,389	-4.6%	Shares	Sole	2025-10-17
2025-06-30	$24,711,480	69,600	-0.3%	Shares	Sole	2025-07-21
2025-03-31	$24,469,116	69,820	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$22,528,910	71,285	-13.8%	Shares	Sole	2025-01-24
2024-09-30	$22,745,238	82,725	-3.9%	Shares	Sole	2024-10-21
2024-06-30	$22,603,390	86,118	+3.7%	Shares	Sole	2024-07-26
2024-03-31	$23,178,709	83,054	+8.3%	Shares	Sole	2024-04-19
2023-12-31	$19,968,584	76,699	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$18,025,193	78,367	-2.8%	Shares	Sole	2023-10-23
2023-06-30	$19,144,212	80,614	+58.4%	Shares	Sole	2023-07-14
2023-03-31	$11,473,884	50,891	-3.3%	Shares	Sole	2023-04-14
2022-12-31	$10,938,355	52,649	-5.4%	Shares	Sole	2023-01-13
2022-09-30	$9,889,597	55,669	-4.0%	Shares	Sole	2022-10-12
2022-06-30	$11,419,028	57,997	-4.8%	Shares	Sole	2022-07-15
2022-03-31	$13,508,897	60,914	-1.9%	Shares	Sole	2022-04-18
2021-12-31	$13,452,706	62,077	+4.1%	Shares	Sole	2022-01-18
2021-09-30	$13,280,577	59,621	+58.5%	Shares	Sole	2022-01-18
2021-06-30	$8,795,606	37,617	+1.6%	Shares	Sole	2022-01-18
2021-03-31	$7,840,150	37,029	-0.9%	Shares	Sole	2022-01-18
2020-12-31	$8,176,346	37,381	-2.8%	Shares	Sole	2022-01-18
2020-09-30	$7,693,045	38,471	+9.8%	Shares	Sole	2022-01-18
2020-06-30	$6,765,971	35,026	-1.0%	Shares	Sole	2022-01-18
2020-03-31	$5,698,653	35,369	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.