Position in V
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,195,197
+$646,408 QoQ
Shares Held
9,313
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,989
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $14,233,625 across 6 Credit Services names. V ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
25,742 | $8,707,231 | |
| 2 | V |
Visa Inc.
This page
|
9,313 | $3,195,197 | |
| 3 | MA |
Mastercard Inc
|
2,629 | $1,350,254 | |
| 4 | COF |
Capital One Financial Corp
|
2,281 | $457,614 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
1,563 | $311,459 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
3,475 | $211,870 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,195,197 | 9,313 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,548,789 | 8,433 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,859,689 | 8,154 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,779,857 | 8,143 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,387,711 | 6,725 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,166,543 | 6,182 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,026,764 | 6,413 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,772,877 | 6,448 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,714,191 | 6,531 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,839,416 | 6,591 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,730,546 | 6,647 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,551,877 | 6,747 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,234,183 | 5,197 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,088,746 | 4,829 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,046,279 | 5,036 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $858,404 | 4,832 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $905,103 | 4,597 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,015,041 | 4,577 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,045,192 | 4,823 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $962,948 | 4,323 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,016,649 | 4,348 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $886,725 | 4,188 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $967,442 | 4,423 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $754,086 | 3,771 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $702,945 | 3,639 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $586,315 | 3,639 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||