West Family Investments, Inc.

Position in V — Visa Inc.

CIK 1568303 CARLSBAD, CA

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,174,161

+$424,192 QoQ

Shares Held

6,337

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,300

of 4,501 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $5,468,599 across 5 Credit Services names. V ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	6,337	$2,174,161
2	MA	Mastercard Inc	2,951	$1,515,633
3	COF	Capital One Financial Corp	4,181	$838,792
4	AXP	American Express Co	1,509	$510,419
5	OMF	OneMain Holdings, Inc.	7,046	$429,594

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,174,161	6,337	+9.4%	Shares	Sole	2026-08-10
2026-03-31	$1,749,969	5,790	-34.1%	Shares	Sole	2026-05-07
2025-12-31	$3,080,636	8,784	-0.7%	Shares	Sole	2026-02-11
2025-09-30	$3,019,164	8,844	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$3,120,179	8,788	+52.5%	Shares	Sole	2025-08-13
2025-03-31	$2,019,700	5,763	+2.8%	Shares	Sole	2025-05-02
2024-12-31	$1,771,088	5,604	-3.5%	Shares	Sole	2025-02-07
2024-09-30	$1,597,184	5,809	+21.4%	Shares	Sole	2024-11-08
2024-06-30	$1,256,181	4,786	+4.5%	Shares	Sole	2024-08-05
2024-03-31	$1,278,744	4,582	+13.4%	Shares	Sole	2024-05-13
2023-12-31	$1,051,814	4,040	0.0%	Shares	Sole	2024-02-06
2023-09-30	$929,240	4,040	-7.3%	Shares	Sole	2023-11-02
2023-06-30	$1,034,462	4,356	+18.6%	Shares	Sole	2023-08-16
2023-03-31	$827,889	3,672	+19.0%	Shares	Sole	2023-05-03
2022-12-31	$641,147	3,086	-44.2%	Shares	Sole	2023-02-08
2022-09-30	$982,582	5,531	+162.5%	Shares	Sole	2022-11-04
2022-06-30	$414,847	2,107	-69.4%	Shares	Sole	2022-08-12
2022-03-31	$1,526,664	6,884	+323.9%	Shares	Sole	2022-05-13
2021-12-31	$351,937	1,624	-77.5%	Shares	Sole	2022-02-15
2021-09-30	$1,606,027	7,210	+33.3%	Shares	Sole	2022-02-15
2021-06-30	$1,264,498	5,408	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.