Baltimore-Washington Financial Advisors, Inc.

Position in V — Visa Inc.

CIK 1555486 Columbia, MD

Position in V

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$36,651,618

+$4,913,698 QoQ

Shares Held

106,828

+1.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.76%

of 13F equity value

Holder Rank

#649

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Baltimore-Washington Financial Advisors, Inc. holds $62,120,971 across 5 Credit Services names. V ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	106,828	$36,651,618
2	SOFI	SoFi Technologies, Inc.	897,459	$16,091,439
3	COF	Capital One Financial Corp	40,550	$8,135,141
4	AFRM	Affirm Holdings, Inc.	12,000	$978,600
5	AXP	American Express Co	781	$264,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,651,618	106,828	+1.7%	Shares	Sole	2026-08-13
2026-03-31	$31,737,920	105,009	+3.5%	Shares	Sole	2026-05-15
2025-12-31	$35,570,411	101,424	+3.9%	Shares	Sole	2026-02-13
2025-09-30	$33,316,981	97,595	+2.6%	Shares	Sole	2025-11-12
2025-06-30	$33,783,007	95,150	+5.9%	Shares	Sole	2025-08-13
2025-03-31	$31,490,583	89,855	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$27,937,619	88,399	+1.5%	Shares	Sole	2025-01-24
2024-09-30	$23,937,421	87,061	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$22,160,079	84,429	+2.7%	Shares	Sole	2024-07-30
2024-03-31	$22,932,003	82,170	+2.5%	Shares	Sole	2024-05-08
2023-12-31	$20,871,478	80,167	+4.3%	Shares	Sole	2024-02-12
2023-09-30	$17,683,398	76,881	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$18,237,039	76,794	-15.2%	Shares	Sole	2023-08-09
2023-03-31	$20,414,275	90,545	+0.9%	Shares	Sole	2023-05-10
2022-12-31	$18,645,628	89,746	-49.2%	Shares	Sole	2023-02-09
2022-09-30	$31,386,135	176,674	+102.4%	Shares	Sole	2022-10-31
2022-06-30	$17,190,662	87,311	+2.8%	Shares	Sole	2022-08-05
2022-03-31	$18,835,369	84,932	-2.9%	Shares	Sole	2022-05-13
2021-12-31	$18,948,905	87,439	+0.8%	Shares	Sole	2022-04-08
2021-09-30	$19,329,576	86,777	+1.6%	Shares	Sole	2021-10-20
2021-06-30	$19,971,501	85,414	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$18,024,998	85,132	+0.8%	Shares	Sole	2021-05-06
2020-12-31	$18,476,998	84,474	+1.9%	Shares	Sole	2021-02-01
2020-09-30	$16,578,712	82,906	+1.8%	Shares	Sole	2020-11-03
2020-06-30	$15,739,491	81,480	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$13,155,125	81,648	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.