Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$815,524
-$3,799,983 QoQ
Shares Held
2,377
-84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,133
of 4,501 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $13,679,066 across 6 Credit Services names. V ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
43,015 | $8,629,668 | |
| 2 | MA |
Mastercard Inc
|
3,200 | $1,643,519 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
22,521 | $1,373,105 | |
| 4 | AXP |
American Express Co
|
2,672 | $903,803 | |
| 5 | V |
Visa Inc.
This page
|
2,377 | $815,524 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
1,449 | $313,447 |
All Filings in V
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,524 | 2,377 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,615,507 | 15,271 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,360,601 | 15,285 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $5,298,558 | 15,521 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,226,690 | 14,721 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $5,770,673 | 16,466 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $5,314,212 | 16,815 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $4,905,107 | 17,840 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,311,594 | 16,427 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $5,795,654 | 20,767 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,592,577 | 21,481 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $4,862,870 | 21,142 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $5,308,627 | 22,354 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,664,767 | 20,690 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $3,954,710 | 19,035 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $3,538,609 | 19,919 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $3,353,824 | 17,034 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $3,264,453 | 14,720 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $3,263,868 | 15,061 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||