Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$42,102,975
+$4,908,717 QoQ
Shares Held
122,717
-0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#607
of 4,491 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. V ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in V
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,102,975 | 122,717 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $37,194,258 | 123,062 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $44,567,174 | 127,077 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $43,073,280 | 126,174 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $44,514,393 | 125,375 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $44,055,275 | 125,707 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,903,842 | 126,262 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $34,713,262 | 126,253 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $32,825,709 | 126,083 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $20,382,336 | 88,615 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $21,148,781 | 89,055 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,596,110 | 73,610 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $14,819,936 | 71,332 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $11,604,986 | 65,325 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $13,142,407 | 66,750 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,521,056 | 65,478 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,978,011 | 64,501 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,217,464 | 63,827 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,880,772 | 63,642 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $13,344,283 | 63,025 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,228,352 | 60,478 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $11,901,814 | 59,518 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,762,314 | 60,891 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $9,707,318 | 60,249 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||