Proficio Capital Partners LLC

Position in V — Visa Inc.

CIK 1654175 NEWTON, MA

Position in V

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$9,526,923

+$3,656,214 QoQ

Shares Held

27,768

+43.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,269

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $15,176,214 across 9 Credit Services names. V ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	27,768	$9,526,923
2	MA	Mastercard Inc	3,498	$1,796,572
3	AXP	American Express Co	3,532	$1,194,699
4	COF	Capital One Financial Corp	5,171	$1,037,406
5	NNI	Nelnet Inc	4,552	$606,918
6	ECPG	Encore Capital Group Inc	3,159	$294,703
7	SYF	Synchrony Financial	3,803	$289,218
8	AFRM	Affirm Holdings, Inc.	2,647	$215,862

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,526,923	27,768	+43.0%	Shares	Sole	2026-08-17
2026-03-31	$5,870,709	19,424	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$6,797,461	19,382	-1.0%	Shares	Sole	2026-02-12
2025-09-30	$6,684,561	19,581	-29.0%	Shares	Sole	2025-11-17
2025-06-30	$9,788,728	27,570	+5.2%	Shares	Sole	2025-08-07
2025-03-31	$9,183,453	26,204	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$8,299,210	26,260	+13.8%	Shares	Sole	2025-02-06
2024-09-30	$6,342,821	23,069	-12.9%	Shares	Sole	2024-11-01
2024-06-30	$6,954,405	26,496	+1.8%	Shares	Sole	2024-07-25
2024-03-31	$7,266,685	26,038	+0.7%	Shares	Sole	2024-05-02
2023-12-31	$6,732,651	25,860	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$5,943,688	25,841	+0.8%	Shares	Sole	2023-10-18
2023-06-30	$6,088,749	25,639	-1.5%	Shares	Sole	2023-08-14
2023-03-31	$5,866,243	26,019	-0.8%	Shares	Sole	2023-04-21
2022-12-31	$5,450,375	26,234	+0.7%	Shares	Sole	2023-01-30
2022-09-30	$4,627,071	26,046	-0.2%	Shares	Sole	2022-10-11
2022-06-30	$5,140,404	26,108	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$5,859,385	26,421	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$5,671,950	26,173	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$5,814,666	26,104	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$6,233,641	26,660	+17.8%	Shares	Sole	2021-08-16
2021-03-31	$4,791,238	22,629	+13.7%	Shares	Sole	2021-05-14
2020-12-31	$4,355,133	19,911	-1.0%	Shares	Sole	2021-02-11
2020-09-30	$4,022,796	20,117	-4.6%	Shares	Sole	2020-11-02
2020-06-30	$4,072,989	21,085	+9.4%	Shares	Sole	2020-08-14
2020-03-31	$3,104,137	19,266	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.