Capital Analysts, LLC

Position in V — Visa Inc.

CIK 1624758 FORT WASHINGTON, PA

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$19,697,483

+$2,769,626 QoQ

Shares Held

57,412

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#910

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $28,933,643 across 8 Credit Services names. V ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	57,412	$19,697,483
2	MA	Mastercard Inc	12,995	$6,674,231
3	AXP	American Express Co	5,276	$1,784,606
4	COF	Capital One Financial Corp	2,435	$488,508
5	SYF	Synchrony Financial	3,516	$267,391
6	KLAR	Klarna Group plc	447	$9,047
7	PYPL	PayPal Holdings, Inc.	187	$8,074
8	SOFI	SoFi Technologies, Inc.	240	$4,303

All Filings in V

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,697,483	57,412	+2.5%	Shares	Defined	2026-08-05
2026-03-31	$16,927,857	56,008	+0.4%	Shares	Defined	2026-05-14
2025-12-31	$19,573,475	55,811	+2.8%	Shares	Defined	2026-05-15
2025-09-30	$18,540,347	54,310	+4.5%	Shares	Defined	2025-11-14
2025-06-30	$18,454,788	51,978	+3.9%	Shares	Defined	2025-08-13
2025-03-31	$17,526,504	50,010	+2.6%	Shares	Defined	2025-05-14
2024-12-31	$15,404,105	48,741	+2.5%	Shares	Defined	2025-02-14
2024-09-30	$13,072,222	47,544	+2.5%	Shares	Defined	2024-11-13
2024-06-30	$12,177,032	46,394	+3.5%	Shares	Defined	2024-08-14
2024-03-31	$12,504,736	44,807	-0.6%	Shares	Defined	2024-05-14
2023-12-31	$11,733,453	45,068	+2.0%	Shares	Defined	2024-01-30
2023-09-30	$10,165,751	44,197	+7.1%	Shares	Defined	2023-11-13
2023-06-30	$9,796,761	41,253	+4.5%	Shares	Defined	2023-08-11
2023-03-31	$8,899,807	39,474	+3.2%	Shares	Defined	2023-05-05
2022-12-31	$7,949,935	38,265	+2.7%	Shares	Defined	2023-02-08
2022-09-30	$6,620,481	37,267	+6.4%	Shares	Defined	2022-11-14
2022-06-30	$6,896,268	35,026	+4.2%	Shares	Defined	2022-08-12
2022-03-31	$7,457,015	33,625	+4.0%	Shares	Defined	2022-05-12
2021-12-31	$7,006,667	32,332	+8.7%	Shares	Defined	2022-02-10
2021-09-30	$6,626,143	29,747	+2.4%	Shares	Defined	2021-11-04
2021-06-30	$6,791,768	29,047	+2.7%	Shares	Defined	2021-11-15
2021-03-31	$5,986,665	28,275	+2.9%	Shares	Defined	2021-05-17
2020-12-31	$6,007,638	27,466	-4.5%	Shares	Sole	2021-02-16
2020-09-30	$5,752,137	28,765	+7.6%	Shares	Sole	2020-11-12
2020-06-30	$5,164,206	26,734	-13.2%	Shares	Sole	2020-08-07
2020-03-31	$4,959,918	30,784	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.