Focus Partners Wealth

Position in V — Visa Inc.

CIK 1542153 ST LOUIS, MO

Position in V

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$586,471,029

+$151,943,444 QoQ

Shares Held

1,940,415

+56.6% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 53.51865714454681.ToString("F0")% Shared 1.3178252648211115.ToString("F0")% None 45.16351759063208.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,085,039,650 across 17 Credit Services names. V ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,940,415	$586,471,029
2	MA	Mastercard Inc	665,028	$332,287,890
3	AXP	American Express Co	256,862	$77,695,617
4	COF	Capital One Financial Corp	223,671	$40,804,300
5	PYPL	PayPal Holdings, Inc.	387,513	$17,527,212
6	WU	Western Union CO	1,364,400	$11,911,212
7	SYF	Synchrony Financial	95,076	$6,467,069
8	SOFI	SoFi Technologies, Inc.	257,143	$4,083,430

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$586,471,029	1,940,415	+56.6%	Shares	Sole	2026-05-15
2025-12-31	$434,527,585	1,238,994	+138.4%	Shares	Sole	2026-02-13
2025-09-30	$177,448,982	519,799	+14.8%	Shares	Sole	2025-11-14
2025-06-30	$160,700,955	452,615	+12.7%	Shares	Sole	2025-08-14
2025-03-31	$140,722,657	401,537	-0.2%	Shares	Sole	2025-05-20
2024-12-31	$127,118,872	402,224	+11.2%	Shares	Sole	2025-05-29
2024-09-30	$99,443,916	361,680	+50.3%	Shares	Sole	2024-11-14
2024-06-30	$63,168,917	240,671	+83.0%	Shares	Sole	2024-08-15
2024-03-31	$36,695,671	131,488	+56.3%	Shares	Sole	2024-05-16
2023-12-31	$21,905,588	84,139	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.