Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$95,191,349
+$14,859,887 QoQ
Shares Held
277,453
+4.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#63
of 1,784 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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. V ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,191,349 | 277,453 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $80,331,462 | 265,787 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $94,755,529 | 270,182 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $81,050,439 | 237,420 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $82,197,625 | 231,510 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $77,162,880 | 220,176 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $68,580,680 | 217,000 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $40,067,913 | 145,728 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $34,000,626 | 129,541 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $31,765,722 | 113,823 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $36,448,739 | 139,999 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,733,396 | 33,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,795,518 | 32,826 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,671,135 | 29,589 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,918,043 | 28,485 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,121,843 | 17,573 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,411,714 | 22,407 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,614,368 | 20,807 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,680,819 | 16,985 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $822,170 | 3,691 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,672,844 | 15,708 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,171,080 | 14,977 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,359,474 | 15,359 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,767,184 | 13,838 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,038,136 | 10,551 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,584,776 | 9,836 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||