Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$85,426,664
+$7,884,272 QoQ
Shares Held
248,992
-2.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#419
of 4,498 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $149,420,351 across 5 Credit Services names. V ranks #1 (57.2% of the industry book) .
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,426,664 | 248,992 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $77,542,392 | 256,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,482,828 | 257,999 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $89,244,924 | 261,424 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $93,982,444 | 264,702 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $96,165,172 | 274,397 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $89,049,958 | 281,768 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $78,805,343 | 286,617 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $76,277,455 | 290,614 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $83,684,927 | 299,860 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $79,335,934 | 304,728 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||