Dynamic Advisor Solutions LLC

Position in V — Visa Inc.

CIK 1599747 PHOENIX, AZ

Position in V

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$11,828,370

+$1,686,405 QoQ

Shares Held

34,476

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,144

of 4,491 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $25,487,301 across 5 Credit Services names. V ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	34,476	$11,828,370
2	AXP	American Express Co	18,210	$6,159,532
3	MA	Mastercard Inc	10,207	$5,242,315
4	COF	Capital One Financial Corp	10,234	$2,053,145
5	PYPL	PayPal Holdings, Inc.	4,723	$203,939

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,828,370	34,476	+2.7%	Shares	Sole	2026-07-07
2026-03-31	$10,141,965	33,556	+8.8%	Shares	Sole	2026-04-08
2025-12-31	$10,813,441	30,833	-13.0%	Shares	Sole	2026-01-09
2025-09-30	$12,101,238	35,448	+2.9%	Shares	Sole	2025-10-09
2025-06-30	$12,233,602	34,456	+2.2%	Shares	Sole	2025-07-09
2025-03-31	$11,817,160	33,719	-12.7%	Shares	Sole	2025-04-17
2024-09-30	$10,615,819	38,610	+1.9%	Shares	Sole	2024-10-07
2024-06-30	$9,949,712	37,908	-1.0%	Shares	Sole	2024-07-15
2024-03-31	$10,682,903	38,279	+4.8%	Shares	Sole	2024-04-12
2023-12-31	$9,509,544	36,526	+11.1%	Shares	Sole	2024-01-10
2023-09-30	$7,561,348	32,874	+8.0%	Shares	Sole	2023-10-11
2023-06-30	$7,228,891	30,440	+14.4%	Shares	Sole	2023-08-03
2023-03-31	$5,999,490	26,610	-3.3%	Shares	Sole	2023-04-11
2022-12-31	$5,717,762	27,521	+7.4%	Shares	Sole	2023-01-13
2022-09-30	$4,552,458	25,626	-1.9%	Shares	Sole	2022-10-20
2022-06-30	$5,141,585	26,114	-1.5%	Shares	Sole	2022-07-27
2022-03-31	$5,879,788	26,513	+15.6%	Shares	Sole	2022-04-11
2021-12-31	$4,968,293	22,926	+5.8%	Shares	Sole	2022-01-26
2021-09-30	$4,826,101	21,666	+5.6%	Shares	Sole	2021-10-28
2021-06-30	$4,798,687	20,523	-6.4%	Shares	Sole	2021-08-10
2021-03-31	$4,640,698	21,918	-2.8%	Shares	Sole	2021-04-27
2020-12-31	$4,933,236	22,554	+3.1%	Shares	Sole	2021-02-03
2020-09-30	$4,373,343	21,870	+1.5%	Shares	Sole	2020-10-27
2020-06-30	$4,163,779	21,555	+5.4%	Shares	Sole	2020-08-05
2020-03-31	$3,293,615	20,442	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.