Klingman & Associates, LLC

Position in V — Visa Inc.

CIK 1662449 New York, NY

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,023,309

+$263,254 QoQ

Shares Held

8,812

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,026

of 4,498 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $8,593,730 across 5 Credit Services names. V ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	7,493	$3,848,404
2	V	Visa Inc. This page	8,812	$3,023,309
3	AXP	American Express Co	2,760	$933,570
4	COF	Capital One Financial Corp	2,067	$414,681
5	CACC	Credit Acceptance Corp	587	$373,766

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,023,309	8,812	-3.5%	Shares	Sole	2026-07-29
2026-03-31	$2,760,055	9,132	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$3,228,986	9,207	+1.3%	Shares	Sole	2026-01-29
2025-09-30	$3,103,485	9,091	+3.0%	Shares	Sole	2025-10-27
2025-06-30	$3,132,961	8,824	+12.9%	Shares	Sole	2025-07-30
2025-03-31	$2,740,246	7,819	+2.8%	Shares	Sole	2025-05-13
2024-12-31	$2,404,432	7,608	-18.3%	Shares	Sole	2025-01-31
2024-09-30	$2,560,884	9,314	+144.0%	Shares	Sole	2024-11-01
2024-06-30	$1,001,847	3,817	+2.7%	Shares	Sole	2024-07-30
2024-03-31	$1,037,340	3,717	+1.1%	Shares	Sole	2024-05-01
2023-12-31	$957,567	3,678	-4.4%	Shares	Sole	2024-01-29
2023-09-30	$885,078	3,848	+35.6%	Shares	Sole	2023-10-30
2023-06-30	$673,730	2,837	+48.2%	Shares	Sole	2023-07-31
2023-03-31	$431,530	1,914	-7.0%	Shares	Sole	2023-05-03
2022-12-31	$427,570	2,058	+9.5%	Shares	Sole	2023-02-03
2022-09-30	$333,804	1,879	-2.4%	Shares	Sole	2022-10-28
2022-06-30	$379,210	1,926	-1.5%	Shares	Sole	2022-07-27
2022-03-31	$433,560	1,955	+3.3%	Shares	Sole	2022-05-06
2021-12-31	$410,232	1,893	+3.5%	Shares	Sole	2022-01-31
2021-09-30	$407,409	1,829	-2.3%	Shares	Sole	2021-11-01
2021-06-30	$437,944	1,873	+1.0%	Shares	Sole	2021-07-27
2021-03-31	$392,547	1,854	+40.6%	Shares	Sole	2021-04-29
2020-12-31	$288,504	1,319	+0.7%	Shares	Sole	2021-02-09
2020-09-30	$261,960	1,310	-0.6%	Shares	Sole	2020-11-03
2020-03-31	$212,356	1,318	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.