Position in V
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,781,323
+$260,452 QoQ
Shares Held
5,192
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,446
of 4,491 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, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. V ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,323 | 5,192 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,520,871 | 5,032 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,870,687 | 5,334 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,917,872 | 5,618 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,757,142 | 4,949 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,756,155 | 5,011 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,681,332 | 5,320 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,468,507 | 5,341 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $571,397 | 2,177 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $642,721 | 2,303 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $579,799 | 2,227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $487,391 | 2,119 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $231,305 | 974 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $219,598 | 974 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $206,513 | 994 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $190,618 | 1,073 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $244,537 | 1,242 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $263,684 | 1,189 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $230,796 | 1,065 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $367,092 | 1,648 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,809 | 89 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,244 | 72 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $108,052 | 494 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $86,387 | 432 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $83,449 | 432 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $59,936 | 372 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||