Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,323,984
+$254,659 QoQ
Shares Held
3,859
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,710
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)
Derivatives in V
reported options exposure · as of Jun 30, 2026CallValue
$1,372,360
CallShares
4,000
PutValue
$0
PutShares
0
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, 2026Focused Wealth Management, Inc holds $1,535,437 across 2 Credit Services names. V ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
3,859 | $1,323,984 | |
| 2 | COF |
Capital One Financial Corp
|
1,054 | $211,453 |
All Filings in V
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372,360 | 4,000 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $1,323,984 | 3,859 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,069,325 | 3,538 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $586,387 | 1,672 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $577,956 | 1,693 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $405,112 | 1,141 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $399,524 | 1,140 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $352,384 | 1,115 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $311,243 | 1,132 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $260,895 | 994 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $279,359 | 1,001 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $222,599 | 855 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $192,058 | 835 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $200,670 | 845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $259,053 | 1,149 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $195,917 | 943 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $170,544 | 960 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $169,325 | 860 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $186,952 | 843 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $182,469 | 842 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $184,214 | 827 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $190,329 | 814 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $261,063 | 1,233 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $181,983 | 832 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $163,175 | 816 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $157,433 | 815 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $140,818 | 874 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||