Cornerstone Advisory, LLC

Position in V — Visa Inc.

CIK 1668189 HUNT VALLEY, MD

Position in V

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

Position Value

$7,112,941

+$962,357 QoQ

Shares Held

20,732

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#1,438

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $13,095,318 across 4 Credit Services names. V ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	20,732	$7,112,941
2	MA	Mastercard Inc	10,272	$5,275,699
3	AXP	American Express Co	1,161	$392,708
4	COF	Capital One Financial Corp	1,565	$313,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,112,941	20,732	+1.9%	Shares	Sole	2026-07-29
2026-03-31	$6,150,584	20,350	-0.2%	Shares	Sole	2026-05-04
2025-12-31	$7,153,782	20,398	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$6,813,262	19,958	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$7,069,045	19,910	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$6,948,219	19,826	+0.5%	Shares	Sole	2025-05-07
2024-12-31	$6,233,889	19,725	-1.7%	Shares	Sole	2025-02-18
2024-09-30	$5,516,321	20,063	+6.7%	Shares	Sole	2024-11-12
2024-06-30	$4,935,485	18,804	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$5,040,742	18,062	+1.9%	Shares	Sole	2024-05-08
2023-12-31	$4,613,141	17,719	+2.0%	Shares	Sole	2024-02-13
2023-09-30	$3,995,273	17,370	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$4,101,754	17,272	-3.1%	Shares	Sole	2023-07-20
2023-03-31	$4,016,795	17,816	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$3,698,751	17,803	-4.3%	Shares	Sole	2023-02-13
2022-09-30	$3,305,888	18,609	+1.8%	Shares	Sole	2022-10-26
2022-06-30	$3,600,526	18,287	-20.6%	Shares	Sole	2022-08-02
2022-03-31	$5,105,810	23,023	-0.7%	Shares	Sole	2022-05-20
2021-12-31	$5,026,804	23,196	-2.2%	Shares	Sole	2022-02-23
2021-09-30	$5,284,297	23,723	+5.8%	Shares	Sole	2021-11-16
2021-06-30	$5,244,114	22,428	-1.4%	Shares	Sole	2021-08-16
2021-03-31	$4,817,068	22,751	-2.5%	Shares	Sole	2021-05-13
2020-12-31	$5,102,095	23,326	-1.1%	Shares	Sole	2021-05-11
2020-09-30	$4,714,692	23,577	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$4,682,440	24,240	+9.9%	Shares	Sole	2020-08-10
2020-03-31	$3,555,273	22,066	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.