Position in V
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$249,769
+$38,201 QoQ
Shares Held
728
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#4,082
of 4,501 holders
Holding Since
Dec 2023
9 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, 2026Concorde Asset Management, LLC holds $516,908 across 2 Credit Services names. V ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
14,899 | $267,139 | |
| 2 | V |
Visa Inc.
This page
|
728 | $249,769 |
All Filings in V
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,769 | 728 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $211,568 | 700 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $281,269 | 802 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $273,445 | 801 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $250,578 | 715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,968 | 715 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $228,611 | 871 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $379,269 | 1,359 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $199,948 | 768 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||