Segment Wealth Management, LLC

Position in V — Visa Inc.

CIK 1575581 HOUSTON, TX

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$23,427,214

+$3,337,019 QoQ

Shares Held

68,283

+2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#829

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Mar 31, 2022

CallValue

$88,708

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $28,578,135 across 3 Credit Services names. V ranks #1 (82.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	68,283	$23,427,214
2	MA	Mastercard Inc	7,767	$3,989,131
3	COF	Capital One Financial Corp	5,791	$1,161,790

All Filings in V

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,427,214	68,283	+2.7%	Shares	Sole	2026-07-16
2026-03-31	$20,090,195	66,471	+3.0%	Shares	Sole	2026-04-20
2025-12-31	$22,639,733	64,554	+1.0%	Shares	Sole	2026-01-29
2025-09-30	$21,829,885	63,946	-1.4%	Shares	Sole	2025-10-20
2025-06-30	$23,018,246	64,831	-1.5%	Shares	Sole	2025-07-21
2025-03-31	$23,071,833	65,833	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$20,705,992	65,517	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$17,956,434	65,308	+1.8%	Shares	Sole	2024-10-22
2024-06-30	$16,845,062	64,179	+1.7%	Shares	Sole	2024-07-23
2024-03-31	$17,611,064	63,104	+4.4%	Shares	Sole	2024-04-24
2023-12-31	$15,738,157	60,450	+4.3%	Shares	Sole	2024-01-26
2023-09-30	$13,334,139	57,972	+4.6%	Shares	Sole	2023-10-25
2023-06-30	$13,155,917	55,398	-1.0%	Shares	Sole	2023-08-22
2023-03-31	$12,618,996	55,970	+2.6%	Shares	Sole	2023-04-20
2022-12-31	$11,336,632	54,566	-0.5%	Shares	Sole	2023-01-13
2022-09-30	$9,745,168	54,856	+5.9%	Shares	Sole	2022-10-24
2022-06-30	$10,202,642	51,819	+2.1%	Shares	Sole	2022-07-20
2022-03-31	$88,708	400	0.0%	Call	Sole	2022-04-25
2022-03-31	$11,257,266	50,761	+7.6%	Shares	Sole	2022-04-25
2021-12-31	$10,222,644	47,172	+5.4%	Shares	Sole	2022-01-24
2021-12-31	$86,684	400	+33.3%	Call	Sole	2022-01-24
2021-09-30	$66,825	300	0.0%	Call	Sole	2021-10-19
2021-09-30	$9,971,403	44,765	+2.9%	Shares	Sole	2021-10-19
2021-06-30	$70,146	300	0.0%	Call	Sole	2021-07-20
2021-06-30	$10,172,806	43,507	+2.2%	Shares	Sole	2021-07-20
2021-03-31	$9,010,593	42,557	+3.7%	Shares	Sole	2021-05-10
2021-03-31	$63,519	300	—	Call	Sole	2021-05-10
2020-12-31	$8,972,960	41,023	-3.8%	Shares	Sole	2021-01-27
2020-09-30	$8,529,720	42,655	+2.9%	Shares	Sole	2020-10-27
2020-06-30	$8,004,578	41,438	+1.9%	Shares	Sole	2020-07-15
2020-03-31	$6,552,428	40,668	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.