PERSONAL CFO SOLUTIONS, LLC

Position in V — Visa Inc.

CIK 1677501 CHESTER, NJ

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,805,211

+$76,779 QoQ

Shares Held

11,091

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,865

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. V ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	11,091	$3,805,211
2	AXP	American Express Co	10,480	$3,544,860
3	MA	Mastercard Inc	5,791	$2,974,257
4	COF	Capital One Financial Corp	6,407	$1,285,372
5	AFRM	Affirm Holdings, Inc.	5,706	$465,324
6	AGM	Federal Agricultural Mortgage Corp	1,403	$279,575

All Filings in V

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,805,211	11,091	-10.1%	Shares	Sole	2026-08-07
2026-03-31	$3,728,432	12,336	-3.6%	Shares	Sole	2026-04-30
2025-12-31	$4,487,334	12,795	+2.0%	Shares	Defined	2026-01-22
2025-09-30	$4,283,636	12,548	-8.8%	Shares	Defined	2025-11-10
2025-06-30	$4,884,067	13,756	-2.6%	Shares	Defined	2025-08-12
2025-03-31	$4,951,298	14,128	+3.2%	Shares	Defined	2025-04-30
2024-12-31	$4,326,903	13,691	-1.1%	Shares	Defined	2025-02-07
2024-09-30	$3,807,782	13,849	-1.0%	Shares	Defined	2024-11-14
2024-06-30	$3,671,955	13,990	-1.8%	Shares	Defined	2024-08-09
2024-03-31	$3,974,378	14,241	+7.0%	Shares	Defined	2024-05-13
2023-12-31	$3,464,998	13,309	+21.1%	Shares	Defined	2024-02-13
2023-09-30	$2,527,809	10,990	-0.5%	Shares	Defined	2023-11-13
2023-06-30	$2,622,254	11,042	+0.7%	Shares	Defined	2023-08-10
2023-03-31	$2,471,041	10,960	-5.9%	Shares	Defined	2023-05-09
2022-12-31	$2,418,741	11,642	-1.5%	Shares	Defined	2023-02-14
2022-09-30	$2,099,467	11,818	-14.3%	Shares	Defined	2022-11-01
2022-06-30	$2,715,703	13,793	-3.3%	Shares	Defined	2022-08-05
2022-03-31	$3,163,105	14,263	+9.6%	Shares	Defined	2022-05-02
2021-12-31	$2,819,613	13,011	+8.1%	Shares	Defined	2022-02-11
2021-09-30	$2,681,241	12,037	+6.1%	Shares	Defined	2021-11-18
2021-06-30	$2,651,986	11,342	-4.0%	Shares	Defined	2021-07-22
2021-03-31	$2,501,801	11,816	+3.9%	Shares	Defined	2021-04-21
2020-12-31	$2,487,178	11,371	+3.3%	Shares	Defined	2021-02-09
2020-09-30	$2,000	11,005	-0.8%	Shares	Defined	2020-11-02
2020-06-30	$2,142,062	11,089	+12.2%	Shares	Defined	2020-08-03
2020-03-31	$1,592,832	9,886	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.