Ellevest, Inc.

Position in V — Visa Inc.

CIK 1644128 NEW YORK, NY

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,751,238

+$927,522 QoQ

Shares Held

8,019

+32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#2,094

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $6,845,544 across 5 Credit Services names. V ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,019	$2,751,238
2	MA	Mastercard Inc	3,149	$1,617,326
3	AXP	American Express Co	3,664	$1,239,348
4	COF	Capital One Financial Corp	3,185	$638,974
5	AFRM	Affirm Holdings, Inc.	7,341	$598,658

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,751,238	8,019	+32.9%	Shares	Sole	2026-08-10
2026-03-31	$1,823,716	6,034	+10.5%	Shares	Sole	2026-05-11
2025-12-31	$1,914,876	5,460	-5.6%	Shares	Sole	2026-02-10
2025-09-30	$1,973,517	5,781	-4.7%	Shares	Sole	2025-11-14
2025-06-30	$2,153,023	6,064	-17.8%	Shares	Sole	2025-08-05
2025-03-31	$2,583,941	7,373	+13.3%	Shares	Sole	2025-05-14
2024-12-31	$2,056,788	6,508	-13.9%	Shares	Sole	2025-02-14
2024-09-30	$2,077,247	7,555	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$1,976,136	7,529	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$2,077,471	7,444	+5.8%	Shares	Sole	2024-05-13
2023-12-31	$1,831,301	7,034	+3.9%	Shares	Sole	2024-02-06
2023-09-30	$1,556,477	6,767	+4.6%	Shares	Sole	2023-11-09
2023-06-30	$1,536,258	6,469	-0.9%	Shares	Sole	2023-08-09
2023-03-31	$1,472,253	6,530	+11.8%	Shares	Sole	2023-05-04
2022-12-31	$1,213,526	5,841	+67.1%	Shares	Sole	2023-02-03
2022-09-30	$621,064	3,496	-30.4%	Shares	Sole	2022-11-02
2022-06-30	$988,387	5,020	+5.1%	Shares	Sole	2022-07-18
2022-03-31	$1,059,617	4,778	+22.5%	Shares	Sole	2022-04-19
2021-12-31	$844,952	3,899	+6.1%	Shares	Sole	2022-01-24
2021-09-30	$818,383	3,674	+11.9%	Shares	Sole	2021-10-19
2021-06-30	$767,631	3,283	+14.4%	Shares	Sole	2021-07-13
2021-03-31	$607,453	2,869	-1.8%	Shares	Sole	2021-05-03
2020-12-31	$639,347	2,923	+25.8%	Shares	Sole	2021-02-04
2020-09-30	$464,730	2,324	+9.6%	Shares	Sole	2020-10-26
2020-06-30	$409,713	2,121	+1.5%	Shares	Sole	2020-07-06
2020-03-31	$336,579	2,089	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.