Position in V
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$596,924
-$83,102 QoQ
Shares Held
1,975
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JNBA Financial Advisors holds $1,035,127 across 10 Credit Services names. V ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,975 | $596,924 | |
| 2 | MA |
Mastercard Inc
|
657 | $328,276 | |
| 3 | AXP |
American Express Co
|
231 | $69,872 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $20,851 | |
| 5 | COF |
Capital One Financial Corp
|
46 | $8,391 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $4,921 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,416 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,490 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,924 | 1,975 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $680,026 | 1,939 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $640,428 | 1,876 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $666,073 | 1,876 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $704,074 | 2,009 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $634,608 | 2,008 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $572,720 | 2,083 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $782,948 | 2,983 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $954,453 | 3,420 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $904,716 | 3,475 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $801,584 | 3,485 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $833,554 | 3,510 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $829,918 | 3,681 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $769,335 | 3,703 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $835,487 | 4,703 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $934,243 | 4,745 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,097,317 | 4,948 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,101,320 | 5,082 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,136,693 | 5,103 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,274,552 | 5,451 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,154,140 | 5,451 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,249,385 | 5,712 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,120,631 | 5,604 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,076,729 | 5,574 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $962,530 | 5,974 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||