Position in V
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$771,952
+$83,752 QoQ
Shares Held
2,250
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,187
of 4,517 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,409,391 across 12 Credit Services names. V ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,249 | $1,155,086 | |
| 2 | V |
Visa Inc.
This page
|
2,250 | $771,952 | |
| 3 | AXP |
American Express Co
|
902 | $305,101 | |
| 4 | COF |
Capital One Financial Corp
|
657 | $131,807 | |
| 5 | WU |
Western Union CO
|
1,500 | $11,550 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
229 | $9,888 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
104 | $8,481 | |
| 8 | SYF |
Synchrony Financial
|
105 | $7,985 |
All Filings in V
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,952 | 2,250 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||