Position in V
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,069,505
-$1,165,741 QoQ
Shares Held
26,699
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026GM Advisory Group, LLC holds $42,894,489 across 6 Credit Services names. V ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
81,433 | $24,631,853 | |
| 2 | V |
Visa Inc.
This page
|
26,699 | $8,069,505 | |
| 3 | MA |
Mastercard Inc
|
11,601 | $5,796,555 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
200,426 | $3,182,764 | |
| 5 | COF |
Capital One Financial Corp
|
5,435 | $991,507 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,915 | $222,305 |
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,069,505 | 26,699 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,235,246 | 26,333 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,829,844 | 14,148 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,569,314 | 15,686 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,483,084 | 12,792 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,054,793 | 12,830 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,323,320 | 12,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,935,464 | 11,184 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,149,975 | 11,287 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,854,998 | 10,966 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,496,068 | 10,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,508,976 | 10,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,236,563 | 9,920 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,834,105 | 8,828 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,557,102 | 8,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $853,124 | 4,333 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $999,517 | 4,507 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $958,941 | 4,425 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,066,081 | 4,786 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,154,135 | 4,936 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,005,082 | 4,747 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,027,812 | 4,699 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,063,040 | 5,316 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,138,350 | 5,893 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $753,236 | 4,675 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||