Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$55,245,724
+$16,050,637 QoQ
Shares Held
161,024
+24.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#523
of 4,501 holders
Holding Since
Mar 2020
26 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, 2026Dakota Wealth Management holds $76,268,042 across 7 Credit Services names. V ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
161,024 | $55,245,724 | |
| 2 | MA |
Mastercard Inc
|
17,511 | $8,993,649 | |
| 3 | COF |
Capital One Financial Corp
|
39,553 | $7,935,122 | |
| 4 | AXP |
American Express Co
|
5,824 | $1,969,968 | |
| 5 | SYF |
Synchrony Financial
|
11,323 | $861,114 | |
| 6 | SLM |
SLM Corp
|
32,591 | $845,410 | |
| 7 | WU |
Western Union CO
|
54,163 | $417,055 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,245,724 | 161,024 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $39,195,087 | 129,682 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $46,967,083 | 133,920 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $46,955,112 | 137,545 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $51,985,000 | 146,416 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $42,213,257 | 120,451 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $37,512,051 | 118,694 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $31,507,620 | 114,594 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $38,911,439 | 148,251 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $40,165,751 | 143,922 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $32,965,777 | 126,621 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $28,840,492 | 125,388 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $29,129,533 | 122,661 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $21,292,441 | 94,440 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $19,095,428 | 91,911 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $14,389,827 | 81,001 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $16,987,865 | 86,281 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $22,288,327 | 100,502 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $18,788,972 | 86,701 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $18,784,507 | 84,330 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,153,784 | 77,640 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $15,981,591 | 75,481 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,220,764 | 69,587 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,294,105 | 56,479 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $10,832,393 | 56,077 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $9,074,922 | 56,324 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||