Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,778,416
+$29,854,784 QoQ
Shares Held
215,041
+48.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#448
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $123,571,689 across 8 Credit Services names. V ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
215,041 | $73,778,416 | |
| 2 | AXP |
American Express Co
|
97,920 | $33,121,440 | |
| 3 | MA |
Mastercard Inc
|
19,431 | $9,979,761 | |
| 4 | COF |
Capital One Financial Corp
|
15,493 | $3,108,205 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,733 | $1,283,870 | |
| 6 | ALLY |
Ally Financial Inc.
|
23,749 | $1,091,266 | |
| 7 | SYF |
Synchrony Financial
|
9,841 | $748,408 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,550 | $460,323 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,778,416 | 215,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,923,632 | 145,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,957,038 | 131,040 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,656,164 | 113,235 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,172,842 | 113,147 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,498,807 | 115,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,134,957 | 60,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,856,662 | 46,760 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,542,128 | 47,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,498,487 | 34,035 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,907,341 | 22,690 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,346,644 | 14,550 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,278,648 | 13,806 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $847,502 | 3,759 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $763,930 | 3,677 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $632,432 | 3,560 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $631,818 | 3,209 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $677,505 | 3,055 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $670,282 | 3,093 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $648,869 | 2,913 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $765,758 | 3,275 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $743,807 | 3,513 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $651,377 | 2,978 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $559,316 | 2,797 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $539,910 | 2,795 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $448,880 | 2,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||