Modera Wealth Management, LLC

Position in V — Visa Inc.

CIK 1542143 WESTWOOD, NJ

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$43,533,317

+$4,800,053 QoQ

Shares Held

126,886

-1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#596

of 4,501 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $59,101,887 across 5 Credit Services names. V ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	126,886	$43,533,317
2	AXP	American Express Co	18,722	$6,332,716
3	MA	Mastercard Inc	10,910	$5,603,376
4	PYPL	PayPal Holdings, Inc.	61,372	$2,650,042
5	COF	Capital One Financial Corp	4,897	$982,436

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,533,317	126,886	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$38,733,264	128,154	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$45,762,043	130,484	-0.5%	Shares	Sole	2026-01-21
2025-09-30	$44,757,307	131,107	-1.4%	Shares	Sole	2025-10-31
2025-06-30	$47,201,057	132,942	-0.1%	Shares	Sole	2025-08-06
2025-03-31	$46,636,413	133,072	-1.6%	Shares	Sole	2025-05-08
2024-12-31	$42,734,928	135,220	+0.2%	Shares	Sole	2025-02-06
2024-09-30	$37,103,402	134,946	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$35,182,003	134,042	-0.2%	Shares	Sole	2024-07-29
2024-03-31	$37,487,421	134,325	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$35,174,326	135,104	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$30,882,292	134,265	+1.5%	Shares	Sole	2023-11-30
2023-06-30	$31,409,342	132,261	+722.9%	Shares	Sole	2023-08-07
2023-03-31	$3,623,818	16,073	+6.3%	Shares	Sole	2023-05-05
2022-12-31	$3,142,785	15,127	+0.4%	Shares	Sole	2023-02-07
2022-09-30	$2,676,474	15,066	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$2,964,769	15,058	-9.2%	Shares	Sole	2022-07-27
2022-03-31	$3,678,498	16,587	-35.2%	Shares	Sole	2022-05-03
2021-12-31	$5,549,076	25,606	+306.3%	Shares	Sole	2022-02-04
2021-09-30	$1,403,993	6,303	+6.5%	Shares	Sole	2021-11-04
2021-06-30	$1,383,279	5,916	-4.7%	Shares	Sole	2021-08-02
2021-03-31	$1,314,631	6,209	-0.8%	Shares	Sole	2021-04-29
2020-12-31	$1,369,249	6,260	+464.0%	Shares	Sole	2021-02-11
2020-09-30	$221,966	1,110	-4.2%	Shares	Sole	2020-11-12
2020-06-30	$223,884	1,159	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.