Position in V
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$688,200
-$322,195 QoQ
Shares Held
2,277
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 73.21036451471234.ToString("F0")%
Shared 0.ToString("F0")%
None 26.78963548528766.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $2,267,345 across 13 Credit Services names. V ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,294 | $1,146,220 | |
| 2 | V |
Visa Inc.
This page
|
2,277 | $688,200 | |
| 3 | AXP |
American Express Co
|
890 | $269,207 | |
| 4 | COF |
Capital One Financial Corp
|
663 | $120,951 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
344 | $15,559 | |
| 6 | WU |
Western Union CO
|
1,500 | $13,095 | |
| 7 | SYF |
Synchrony Financial
|
99 | $6,733 | |
| 8 | MFIN |
Medallion Financial Corp
|
500 | $4,280 |
All Filings in V
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $688,200 | 2,277 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,010,395 | 2,881 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,114,605 | 3,265 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $988,642 | 4,385 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $905,833 | 4,360 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $941,367 | 5,299 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $1,017,133 | 5,166 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $1,041,875 | 4,698 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $1,051,260 | 4,851 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,070,313 | 4,805 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $996,307 | 4,261 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $836,121 | 3,949 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $782,397 | 3,577 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $570,714 | 2,854 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $475,391 | 2,461 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $231,207 | 1,435 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||