Position in V
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,786,343
+$11,529,449 QoQ
Shares Held
57,671
+111.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#906
of 4,491 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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $73,723,626 across 6 Credit Services names. V ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
95,731 | $32,381,010 | |
| 2 | V |
Visa Inc.
This page
|
57,671 | $19,786,343 | |
| 3 | MA |
Mastercard Inc
|
25,876 | $13,289,913 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
218,172 | $3,911,823 | |
| 5 | COF |
Capital One Financial Corp
|
18,871 | $3,785,900 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,169 | $568,637 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,786,343 | 57,671 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,256,894 | 27,319 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,680,621 | 36,157 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,977,367 | 23,368 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,322,547 | 26,257 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,072,007 | 25,886 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,695,257 | 24,349 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,284,800 | 26,495 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,733,405 | 25,654 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,894,448 | 21,121 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,592,318 | 21,480 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,268,295 | 18,557 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,221,207 | 17,775 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,426,541 | 15,198 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,050,073 | 19,494 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,678,606 | 15,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,906,687 | 14,763 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,714,503 | 7,731 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,229,095 | 19,515 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,854,315 | 26,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,641,230 | 11,296 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,254,083 | 43,707 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,054,950 | 36,826 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,628,555 | 28,147 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,810,512 | 24,903 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,777,423 | 48,271 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||