Position in V
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,981,666
+$446,858 QoQ
Shares Held
14,520
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,684
of 4,501 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Avior Wealth Management, LLC holds $18,387,263 across 8 Credit Services names. V ranks #3 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
16,468 | $5,570,301 | |
| 2 | MA |
Mastercard Inc
|
10,056 | $5,164,761 | |
| 3 | V |
Visa Inc.
This page
|
14,520 | $4,981,666 | |
| 4 | COF |
Capital One Financial Corp
|
4,563 | $915,429 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
19,015 | $821,067 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
6,429 | $524,284 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
11,090 | $198,843 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,981,666 | 14,520 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,534,808 | 15,004 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,314,659 | 15,154 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,368,883 | 15,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,759,090 | 13,404 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,220,589 | 12,043 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,657,164 | 14,736 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $4,326,063 | 15,734 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $4,038,099 | 15,385 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,568,818 | 16,371 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $2,909,670 | 11,176 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $2,589,222 | 11,257 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,698,722 | 11,364 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $2,572,723 | 11,411 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,496,443 | 12,016 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,134,642 | 12,016 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $2,379,218 | 12,084 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,771,681 | 12,498 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,988,647 | 13,791 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,798,630 | 12,564 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $2,836,236 | 12,130 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $2,919,967 | 13,791 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,018,035 | 13,798 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $3,414,287 | 17,074 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,180,930 | 16,467 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $2,599,187 | 16,132 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||