M Holdings Securities, Inc.

Broker-Dealer

Position in V — Visa Inc.

CIK 1569638 PORTLAND, OR

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,431,565

+$728,599 QoQ

Shares Held

18,746

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,493

of 4,491 holders

Holding Since

Mar 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

M Holdings Securities, Inc. holds $7,079,610 across 2 Credit Services names. V ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc. This page	18,746	$6,431,565
2	PYPL	PayPal Holdings, Inc.	15,008	$648,045

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,431,565	18,746	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$5,702,966	18,869	+1.8%	Shares	Sole	2026-05-12
2025-12-31	$6,499,708	18,533	-11.1%	Shares	Sole	2026-02-11
2025-06-30	$7,403,502	20,852	+12.2%	Shares	Sole	2025-08-13
2025-03-31	$6,515,401	18,591	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$5,863,806	18,554	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$5,212,227	18,957	-17.9%	Shares	Sole	2024-11-12
2024-06-30	$6,062,793	23,099	+29.2%	Shares	Sole	2024-08-13
2024-03-31	$4,990,229	17,881	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$4,723,790	18,144	+21.4%	Shares	Sole	2024-02-14
2023-09-30	$3,437,959	14,947	+134.5%	Shares	Sole	2024-02-14
2023-06-30	$1,513,697	6,374	-66.5%	Shares	Sole	2023-09-26
2023-03-31	$4,292,532	19,039	-9.8%	Shares	Sole	2023-05-16
2022-12-31	$4,383,736	21,100	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$3,743,796	21,074	-4.1%	Shares	Sole	2022-11-17
2022-06-30	$4,326,854	21,976	-8.4%	Shares	Sole	2022-08-16
2022-03-31	$5,318,709	23,983	+11.1%	Shares	Sole	2022-05-24
2021-06-30	$5,045,367	21,578	-7.5%	Shares	Sole	2021-08-19
2021-03-31	$4,937,755	23,321	-1.9%	Shares	Sole	2021-05-12
2020-12-31	$5,200,743	23,777	+5.6%	Shares	Sole	2021-02-26
2020-09-30	$4,501,124	22,509	+5.6%	Shares	Sole	2020-11-16
2020-06-30	$4,117,611	21,316	-21.3%	Shares	Sole	2020-08-21
2020-03-31	$4,365,385	27,094	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.