Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$313,584
+$71,792 QoQ
Shares Held
914
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#3,894
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $613,200 across 14 Credit Services names. V ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
914 | $313,584 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,321 | |
| 3 | AXP |
American Express Co
|
208 | $70,356 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,056 | $45,598 | |
| 5 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 6 | ALLY |
Ally Financial Inc.
|
68 | $3,124 | |
| 7 | SYF |
Synchrony Financial
|
38 | $2,889 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
144 | $2,581 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,584 | 914 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $241,792 | 800 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $196,046 | 559 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $283,004 | 829 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $289,365 | 815 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $180,486 | 515 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $163,076 | 516 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $142,974 | 520 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $128,347 | 489 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $136,470 | 489 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $127,831 | 491 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $183,777 | 799 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $189,746 | 799 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $180,142 | 799 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $166,000 | 799 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $142,652 | 803 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $149,045 | 757 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $166,992 | 753 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $162,099 | 748 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $166,617 | 748 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $174,897 | 748 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $453,525 | 2,142 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $483,612 | 2,211 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $449,532 | 2,248 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $433,087 | 2,242 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $361,231 | 2,242 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||