Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,784,733
+$522,545 QoQ
Shares Held
13,946
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,715
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, 2026Checchi Capital Advisers, LLC holds $12,712,820 across 7 Credit Services names. V ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
13,946 | $4,784,733 | |
| 2 | MA |
Mastercard Inc
|
7,840 | $4,026,624 | |
| 3 | AXP |
American Express Co
|
5,881 | $1,989,248 | |
| 4 | COF |
Capital One Financial Corp
|
5,468 | $1,096,990 | |
| 5 | SYF |
Synchrony Financial
|
4,290 | $326,254 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,347 | $274,063 | |
| 7 | ALLY |
Ally Financial Inc.
|
4,677 | $214,908 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,784,733 | 13,946 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,262,188 | 14,102 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,764,044 | 13,584 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,003,265 | 14,656 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,721,630 | 16,115 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,683,760 | 16,218 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,000,384 | 15,822 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,281,521 | 15,572 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,288,759 | 16,340 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,508,537 | 16,155 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,158,830 | 15,974 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,625,647 | 15,763 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,988,951 | 16,797 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,661,019 | 16,238 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,286,763 | 15,820 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,082,582 | 17,352 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,441,440 | 17,479 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,605,980 | 16,260 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,396,062 | 15,671 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,482,250 | 15,633 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,874,631 | 16,571 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,550,923 | 16,771 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,716,878 | 16,993 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,564,465 | 17,825 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,610,347 | 18,690 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,839,578 | 17,624 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||