Westbourne Investment Advisors, Inc.

Position in V — Visa Inc.

CIK 1650092 ANNAPOLIS, MD

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,118,473

+$133,171 QoQ

Shares Held

3,260

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,873

of 4,501 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $9,395,196 across 5 Credit Services names. V ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	332,102	$5,954,588
2	COF	Capital One Financial Corp	6,508	$1,305,634
3	V	Visa Inc. This page	3,260	$1,118,473
4	AXP	American Express Co	2,413	$816,197
5	MA	Mastercard Inc	390	$200,304

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,118,473	3,260	0.0%	Shares	Sole	2026-07-27
2026-03-31	$985,302	3,260	-3.0%	Shares	Sole	2026-04-28
2025-12-31	$1,178,385	3,360	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$1,211,557	3,549	-14.5%	Shares	Sole	2025-10-20
2025-06-30	$1,473,102	4,149	-1.2%	Shares	Sole	2025-08-08
2025-03-31	$1,471,581	4,199	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$1,346,014	4,259	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$1,165,513	4,239	-4.3%	Shares	Sole	2024-10-29
2024-06-30	$1,162,479	4,429	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,236,045	4,429	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,153,090	4,429	-1.3%	Shares	Sole	2024-01-18
2023-09-30	$1,032,514	4,489	-9.1%	Shares	Sole	2023-11-06
2023-06-30	$1,172,438	4,937	-6.1%	Shares	Sole	2023-08-09
2023-03-31	$1,185,243	5,257	-3.1%	Shares	Sole	2023-04-24
2022-12-31	$1,127,513	5,427	-5.9%	Shares	Sole	2023-02-09
2022-09-30	$1,024,507	5,767	-15.4%	Shares	Sole	2022-11-02
2022-06-30	$1,342,199	6,817	-2.6%	Shares	Sole	2022-08-04
2022-03-31	$1,551,724	6,997	-6.9%	Shares	Sole	2022-06-15
2021-12-31	$1,627,925	7,512	-0.8%	Shares	Sole	2022-01-24
2021-09-30	$1,686,663	7,572	-6.2%	Shares	Sole	2021-10-25
2021-06-30	$1,887,395	8,072	-1.1%	Shares	Sole	2021-08-02
2021-03-31	$1,728,140	8,162	-7.5%	Shares	Sole	2021-04-27
2020-12-31	$1,929,636	8,822	+1.6%	Shares	Sole	2021-01-22
2020-03-31	$1,399,649	8,687	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.