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MISSION WEALTH MANAGEMENT, LP

Position in V — Visa Inc.

CIK 1645382 Santa Barbara, CA

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$27,669,179
+$14,229,473 QoQ
Shares Held
80,647
+81.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#754
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Jun 30, 2024
CallValue
$0
CallShares
0
PutValue
$1,627,314
PutShares
6,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $43,901,524 across 10 Credit Services names. V ranks #1 (63.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
80,647 $27,669,179

All Filings in V

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27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,669,179 80,647
2026-03-31 $13,439,706 44,467
2025-12-31 $16,618,042 47,384
2025-09-30 $16,791,799 49,188
2025-06-30 $18,443,427 51,946
2025-03-31 $17,946,706 51,209
2024-12-31 $15,968,553 50,527
2024-09-30 $13,988,356 50,876
2024-06-30 $1,627,314 6,200
2024-06-30 $11,868,105 45,217
2024-03-31 $10,854,257 38,893
2023-12-31 $5,966,180 22,916
2023-09-30 $4,972,816 21,620
2023-06-30 $4,979,005 20,966
2023-03-31 $4,544,822 20,158
2022-12-31 $4,161,848 20,032
2022-09-30 $2,863,185 16,117
2022-06-30 $2,923,619 14,849
2022-03-31 $3,136,049 14,141
2021-12-31 $1,501,366 6,928
2021-09-30 $1,416,690 6,360
2021-06-30 $1,379,771 5,901
2021-03-31 $1,301,927 6,149
2020-12-31 $1,300,131 5,944
2020-09-30 $1,091,836 5,460
2020-06-30 $1,113,045 5,762
2020-03-31 $903,883 5,610