Position in V
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$13,584,781
-$1,693,198 QoQ
Shares Held
44,947
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $36,254,290 across 36 Credit Services names. V ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
44,947 | $13,584,781 | |
| 2 | MA |
Mastercard Inc
|
19,197 | $9,591,973 | |
| 3 | AXP |
American Express Co
|
17,698 | $5,353,291 | |
| 4 | COF |
Capital One Financial Corp
|
14,707 | $2,682,998 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,953 | $2,214,144 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
98,813 | $1,569,150 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $268,840 | |
| 8 | SYF |
Synchrony Financial
|
3,400 | $231,268 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,584,781 | 44,947 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,277,979 | 43,563 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,076,510 | 50,022 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,502,903 | 43,664 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,355,892 | 40,963 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,415,315 | 39,284 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,385,686 | 37,773 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $9,188,549 | 35,008 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,154,996 | 29,221 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $7,658,195 | 29,415 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,863,958 | 29,842 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,870,533 | 28,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,081,022 | 31,407 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,236,284 | 54,083 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,685,825 | 60,151 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,031,746 | 56,030 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $12,425,773 | 56,030 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $8,835,266 | 40,770 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,220,736 | 41,395 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $8,910,412 | 38,108 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,138,477 | 38,438 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,322,524 | 47,193 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,057,441 | 45,294 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $8,916,727 | 46,160 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,499,974 | 46,549 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||