Position in V
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,959,150
+$412,476 QoQ
Shares Held
8,625
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,038
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $6,063,751 across 7 Credit Services names. V ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
8,625 | $2,959,150 | |
| 2 | MA |
Mastercard Inc
|
2,691 | $1,382,097 | |
| 3 | AXP |
American Express Co
|
4,038 | $1,365,853 | |
| 4 | COF |
Capital One Financial Corp
|
1,222 | $245,157 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,834 | $79,192 | |
| 6 | SYF |
Synchrony Financial
|
364 | $27,682 | |
| 7 | WU |
Western Union CO
|
600 | $4,620 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,959,150 | 8,625 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,546,674 | 8,426 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,811,641 | 8,017 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,637,842 | 7,727 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,616,007 | 7,368 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,434,996 | 6,948 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,966,983 | 9,388 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,497,095 | 9,082 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,408,949 | 9,178 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,439,996 | 8,743 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,308,783 | 8,868 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,961,294 | 8,527 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,035,441 | 8,571 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,910,097 | 8,472 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,764,505 | 8,493 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,519,972 | 8,556 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,684,590 | 8,556 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,176,450 | 9,814 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,830,332 | 8,446 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,933,247 | 8,679 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,976,480 | 8,453 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,766,886 | 8,345 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,831,863 | 8,375 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,669,948 | 8,351 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,601,185 | 8,289 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,275,425 | 7,916 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||