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Capital Advantage, Inc.

Position in V — Visa Inc.

CIK 1628896 Walnut Creek, CA

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$1,139,744
+$126,334 QoQ
Shares Held
3,322
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,850
of 4,501 holders
Holding Since
Dec 2024
7 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, 2026

Capital Advantage, Inc. holds $2,237,249 across 3 Credit Services names. V ranks #1 (50.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
3,322 $1,139,744

All Filings in V

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,139,744 3,322
2026-03-31 $1,013,410 3,353
2025-12-31 $1,160,499 3,309
2025-09-30 $1,158,302 3,393
2025-06-30 $1,192,257 3,358
2025-03-31 $1,189,461 3,394
2024-12-31 $1,072,639 3,394