Winch Advisory Services, LLC

Position in V — Visa Inc.

CIK 1585822 Appleton, WI

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,226,054

+$734,051 QoQ

Shares Held

18,147

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#1,515

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winch Advisory Services, LLC holds $8,501,570 across 5 Credit Services names. V ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	18,147	$6,226,054
2	MA	Mastercard Inc	3,129	$1,607,054
3	PYPL	PayPal Holdings, Inc.	14,881	$642,561
4	AXP	American Express Co	71	$24,015
5	WU	Western Union CO	245	$1,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,226,054	18,147	-0.1%	Shares	Sole	2026-08-06
2026-03-31	$5,492,003	18,171	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$6,395,898	18,237	-2.6%	Shares	Sole	2026-02-03
2025-09-30	$6,390,974	18,721	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$6,628,783	18,670	-2.1%	Shares	Sole	2025-08-07
2025-03-31	$6,681,519	19,065	-2.6%	Shares	Sole	2025-05-06
2024-12-31	$6,184,902	19,570	-1.0%	Shares	Sole	2025-01-14
2024-09-30	$5,434,111	19,764	-1.4%	Shares	Sole	2024-10-21
2024-06-30	$5,261,211	20,045	+1.2%	Shares	Sole	2024-07-31
2024-03-31	$5,527,179	19,805	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$5,221,319	20,055	-2.0%	Shares	Sole	2024-01-18
2023-09-30	$4,704,854	20,455	-1.3%	Shares	Sole	2023-11-06
2023-06-30	$4,921,535	20,724	-3.6%	Shares	Sole	2023-08-08
2023-03-31	$4,847,390	21,500	-2.3%	Shares	Sole	2023-05-10
2022-12-31	$4,573,420	22,013	-11.3%	Shares	Sole	2023-01-26
2022-09-30	$4,408,207	24,814	-1.2%	Shares	Sole	2022-10-31
2022-06-30	$4,943,120	25,106	-3.9%	Shares	Sole	2022-08-12
2022-03-31	$5,795,071	26,131	-7.8%	Shares	Sole	2022-04-26
2021-12-31	$6,143,295	28,348	+0.0%	Shares	Sole	2022-02-04
2021-09-30	$6,311,621	28,335	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$6,649,139	28,437	-0.1%	Shares	Sole	2021-08-05
2021-03-31	$6,029,858	28,479	+1.2%	Shares	Sole	2021-05-03
2020-12-31	$6,158,124	28,154	+0.4%	Shares	Sole	2021-02-09
2020-09-30	$5,607,758	28,043	-0.3%	Shares	Sole	2020-11-04
2020-06-30	$5,432,133	28,121	+51.3%	Shares	Sole	2020-08-12
2020-03-31	$2,994,254	18,584	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.