Regal Investment Advisors LLC

Position in V — Visa Inc.

CIK 1559789 KENTWOOD, MI

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,370,859

+$700,267 QoQ

Shares Held

9,825

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,947

of 4,501 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 11% None 89%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,403,595 across 5 Credit Services names. V ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	9,825	$3,370,859
2	MA	Mastercard Inc	3,964	$2,035,910
3	AXP	American Express Co	1,399	$473,211
4	COF	Capital One Financial Corp	1,745	$350,081
5	WU	Western Union CO	22,537	$173,534

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,370,859	9,825	+11.2%	Shares	Sole	2026-08-14
2026-03-31	$2,670,592	8,836	+46.0%	Shares	Sole	2026-05-14
2025-12-31	$2,122,146	6,051	+42.7%	Shares	Sole	2026-02-17
2025-09-30	$1,447,792	4,241	+11.4%	Shares	Sole	2025-11-13
2025-06-30	$1,352,030	3,808	+9.0%	Shares	Sole	2025-08-11
2025-03-31	$1,224,507	3,494	+2.9%	Shares	Sole	2025-05-12
2024-12-31	$1,072,955	3,395	-23.4%	Shares	Sole	2025-02-13
2024-09-30	$1,218,028	4,430	-48.4%	Shares	Sole	2024-11-12
2024-06-30	$2,252,780	8,583	+3.0%	Shares	Sole	2024-08-15
2024-03-31	$2,325,852	8,334	-1.5%	Shares	Sole	2024-05-15
2023-12-31	$2,203,862	8,465	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$1,928,863	8,386	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$2,023,329	8,520	+0.4%	Shares	Sole	2023-08-11
2023-03-31	$1,913,704	8,488	-17.3%	Shares	Sole	2023-05-11
2022-12-31	$2,132,864	10,266	+0.9%	Shares	Sole	2023-03-01
2022-09-30	$1,807,588	10,175	+2.9%	Shares	Sole	2022-11-15
2022-06-30	$1,946,651	9,887	+3.4%	Shares	Sole	2022-08-09
2022-03-31	$2,120,786	9,563	-20.2%	Shares	Sole	2022-05-09
2021-12-31	$2,597,052	11,984	-3.3%	Shares	Sole	2022-02-10
2021-09-30	$2,760,540	12,393	+0.3%	Shares	Sole	2021-11-05
2021-06-30	$2,888,846	12,355	+35.8%	Shares	Sole	2021-08-09
2020-12-31	$1,989,568	9,096	+4.9%	Shares	Sole	2021-02-12
2020-06-30	$1,675,170	8,672	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.