CHARTER RESEARCH & INVESTMENT GROUP, INC.

Position in V — Visa Inc.

CIK 1666624 SOUTHPORT, CT

Position in V

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$864,586

+$102,942 QoQ

Shares Held

2,520

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#3,084

of 4,501 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $1,172,337 across 2 Credit Services names. V ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc. This page	2,520	$864,586
2	COF	Capital One Financial Corp	1,534	$307,751

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$864,586	2,520	0.0%	Shares	Sole	2026-08-13
2026-03-31	$761,644	2,520	0.0%	Shares	Sole	2026-05-12
2025-12-31	$883,789	2,520	0.0%	Shares	Sole	2026-02-10
2025-09-30	$860,277	2,520	0.0%	Shares	Sole	2025-11-12
2025-06-30	$894,726	2,520	0.0%	Shares	Sole	2025-08-08
2025-03-31	$883,159	2,520	0.0%	Shares	Sole	2025-05-12
2024-12-31	$796,420	2,520	0.0%	Shares	Sole	2025-02-12
2024-09-30	$692,874	2,520	0.0%	Shares	Sole	2024-11-12
2024-06-30	$661,424	2,520	0.0%	Shares	Sole	2024-08-14
2024-03-31	$703,281	2,520	0.0%	Shares	Sole	2024-05-13
2023-12-31	$656,082	2,520	0.0%	Shares	Sole	2024-02-12
2023-09-30	$579,625	2,520	0.0%	Shares	Sole	2023-11-13
2023-06-30	$598,449	2,520	0.0%	Shares	Sole	2023-08-10
2023-03-31	$568,159	2,520	+148.3%	Shares	Sole	2023-05-08
2022-12-31	$210,876	1,015	0.0%	Shares	Sole	2023-02-13
2022-03-31	$225,096	1,015	0.0%	Shares	Sole	2022-05-13
2021-12-31	$219,960	1,015	0.0%	Shares	Defined	2022-02-10
2021-09-30	$226,091	1,015	+2.5%	Shares	Defined	2021-11-12
2021-06-30	$231,481	990	+4.2%	Shares	Defined	2021-08-10
2021-03-31	$201,143	950	0.0%	Shares	Defined	2021-05-14
2020-12-31	$207,793	950	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.