Waldron Private Wealth LLC

Position in V — Visa Inc.

CIK 1598180 BRIDGEVILLE, PA

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,223,673

+$378,991 QoQ

Shares Held

9,396

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,978

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $7,034,860 across 6 Credit Services names. V ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	9,396	$3,223,673
2	MA	Mastercard Inc	3,685	$1,892,616
3	ALLY	Ally Financial Inc.	13,500	$620,325
4	AXP	American Express Co	1,517	$513,125
5	SYF	Synchrony Financial	5,578	$424,206
6	COF	Capital One Financial Corp	1,799	$360,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,223,673	9,396	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$2,844,682	9,412	+1.7%	Shares	Sole	2026-04-10
2025-12-31	$3,246,171	9,256	-0.7%	Shares	Sole	2026-01-14
2025-09-30	$3,183,368	9,325	+2.8%	Shares	Sole	2025-10-30
2025-06-30	$3,219,238	9,067	-1.6%	Shares	Sole	2025-07-31
2025-03-31	$3,229,839	9,216	-52.4%	Shares	Sole	2025-05-08
2024-12-31	$6,116,004	19,352	+1.0%	Shares	Sole	2025-01-24
2024-09-30	$5,269,690	19,166	-0.2%	Shares	Sole	2024-10-21
2024-06-30	$5,042,311	19,211	-2.4%	Shares	Sole	2024-07-31
2024-03-31	$5,492,573	19,681	+1.6%	Shares	Sole	2024-05-09
2023-12-31	$5,044,020	19,374	-0.0%	Shares	Sole	2024-08-29
2023-09-30	$4,457,133	19,378	-1.5%	Shares	Sole	2024-08-29
2023-06-30	$4,672,419	19,675	-9.5%	Shares	Sole	2024-08-29
2023-03-31	$4,899,471	21,731	+12.5%	Shares	Sole	2024-08-29
2022-12-31	$3,431	19,315	0.0%	Shares	Sole	2023-02-08
2022-09-30	$3,431,309	19,315	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$4,022,659	20,431	+6.3%	Shares	Sole	2022-08-03
2022-03-31	$4,262,419	19,220	+7.7%	Shares	Sole	2022-05-04
2021-12-31	$3,868,706	17,852	-0.3%	Shares	Sole	2022-02-02
2021-09-30	$3,989,007	17,908	+14.2%	Shares	Sole	2021-11-02
2021-06-30	$3,666,531	15,681	-3.0%	Shares	Sole	2021-08-06
2021-03-31	$3,422,403	16,164	+1.7%	Shares	Sole	2021-05-11
2020-12-31	$3,476,057	15,892	-0.7%	Shares	Sole	2021-02-12
2020-09-30	$3,200,119	16,003	+6.2%	Shares	Sole	2020-11-13
2020-06-30	$2,911,071	15,070	-16.5%	Shares	Sole	2020-08-11
2020-03-31	$2,907,088	18,043	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.