Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,678,076
+$2,145,090 QoQ
Shares Held
42,782
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,039
of 4,498 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, 2026Sowell Financial Services LLC holds $40,485,620 across 7 Credit Services names. V ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
32,572 | $16,728,979 | |
| 2 | V |
Visa Inc.
This page
|
42,782 | $14,678,076 | |
| 3 | AXP |
American Express Co
|
13,952 | $4,719,264 | |
| 4 | COF |
Capital One Financial Corp
|
13,127 | $2,633,538 | |
| 5 | SYF |
Synchrony Financial
|
9,998 | $760,347 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
42,378 | $759,837 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,761 | $205,579 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,678,076 | 42,782 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,532,986 | 41,467 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,538,107 | 38,602 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,302,895 | 38,968 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,857,956 | 39,031 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,767,470 | 39,284 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,186,136 | 41,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,583,114 | 31,217 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $8,255,468 | 31,453 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,801,345 | 31,537 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,918,284 | 30,414 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,765,054 | 29,412 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,391,774 | 26,915 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,072,399 | 22,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,798,166 | 27,908 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,281,009 | 24,098 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,474,723 | 27,806 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,480,275 | 11,184 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,925,518 | 36,572 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,190,072 | 36,768 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,283,589 | 39,704 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,488,044 | 44,812 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,658,645 | 39,586 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,193,170 | 40,972 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,284,979 | 32,536 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,378,758 | 27,177 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||