Position in V
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,246,424
-$9,755,900 QoQ
Shares Held
146,395
-4.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.293760032788005.ToString("F0")%
Shared 0.ToString("F0")%
None 98.706239967212.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$362,688
PutShares
1,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $131,084,515 across 40 Credit Services names. V ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
158,479 | $47,936,727 | |
| 2 | V |
Visa Inc.
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|
146,395 | $44,246,424 | |
| 3 | MA |
Mastercard Inc
|
58,782 | $29,371,014 | |
| 4 | COF |
Capital One Financial Corp
|
20,854 | $3,804,395 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
130,413 | $2,070,958 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
30,071 | $1,360,111 | |
| 7 | SYF |
Synchrony Financial
|
10,865 | $739,037 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,467 | $371,390 |
All Filings in V
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,688 | 1,200 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $44,246,424 | 146,395 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,852 | 1,200 | Put | Sole | 2026-02-05 | |
| 2025-12-31 | $54,002,324 | 153,980 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $47,235,385 | 138,366 | Shares | Sole | 2025-12-02 | |
| 2025-09-30 | $409,656 | 1,200 | Put | Sole | 2025-12-02 | |
| 2025-06-30 | $49,945,593 | 140,672 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $40,685,602 | 116,092 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $36,214,075 | 114,587 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,589,376 | 63,973 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $17,174,986 | 65,436 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $16,624,516 | 59,569 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,815,992 | 53,067 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,156,028 | 52,850 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,851,410 | 45,694 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,253,469 | 45,478 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,438,535 | 45,430 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,164,794 | 45,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,929,158 | 45,351 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,016,059 | 40,655 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,191,054 | 14,725 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,076,623 | 13,812 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,173,824 | 9,297 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,773,450 | 8,376 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,142,864 | 5,225 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $992,051 | 4,961 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $970,099 | 5,022 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $874,398 | 5,427 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||