Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,769,851
+$1,134,284 QoQ
Shares Held
19,732
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,466
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)
Position in Credit Services
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $23,381,611 across 16 Credit Services names. V ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,005 | $8,733,768 | |
| 2 | V |
Visa Inc.
This page
|
19,732 | $6,769,851 | |
| 3 | COF |
Capital One Financial Corp
|
19,836 | $3,979,498 | |
| 4 | AXP |
American Express Co
|
9,323 | $3,153,504 | |
| 5 | SYF |
Synchrony Financial
|
4,239 | $322,375 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,579 | $284,081 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,869 | $33,511 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
390 | $31,804 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,769,851 | 19,732 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,635,567 | 18,646 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,087,624 | 17,358 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,861,640 | 23,029 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $10,470,424 | 29,490 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $9,636,598 | 27,497 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $10,182,176 | 32,218 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,757,700 | 35,489 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $11,238,177 | 42,817 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,324,282 | 54,910 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $14,479,885 | 55,617 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $13,039,496 | 56,691 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $14,135,522 | 59,523 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $14,238,024 | 63,151 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $13,066,649 | 62,893 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $10,872,002 | 61,199 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $12,215,843 | 62,044 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $13,413,314 | 60,483 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $12,116,906 | 55,913 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $14,222,587 | 63,850 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $15,809,037 | 67,612 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $11,453,957 | 54,097 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $10,618,904 | 48,548 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $11,725,840 | 58,638 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $14,526,577 | 75,201 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $9,923,864 | 61,593 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||