Position in V
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,642,373
+$1,837,338 QoQ
Shares Held
51,422
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#962
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Dec 31, 2024CallValue
$3,318,420
CallShares
10,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Phoenix Financial Ltd. holds $63,362,224 across 7 Credit Services names. V ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
71,325 | $36,632,520 | |
| 2 | V |
Visa Inc.
This page
|
51,422 | $17,642,373 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
143,991 | $6,217,531 | |
| 4 | COF |
Capital One Financial Corp
|
9,258 | $1,857,339 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
12,612 | $446,843 | |
| 6 | AXP |
American Express Co
|
1,030 | $348,397 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
12,115 | $217,221 |
All Filings in V
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,642,373 | 51,422 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,805,035 | 52,293 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,463,199 | 66,902 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24,722,738 | 72,420 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,985,226 | 64,738 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,369,010 | 52,414 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,318,420 | 10,500 | Call | Sole | 2025-02-13 | |
| 2024-12-31 | $21,870,283 | 69,201 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,361,710 | 66,782 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $16,007,257 | 60,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,391,763 | 58,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,749,325 | 37,447 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,070,230 | 148,125 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $36,126,882 | 152,126 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $61,069,222 | 270,865 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $111,883,953 | 538,525 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $49,191,284 | 276,900 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $56,132,944 | 285,098 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $58,082,449 | 261,904 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $57,592,632 | 265,759 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $56,884,780 | 255,375 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $59,148,275 | 252,965 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $51,195,043 | 241,794 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $44,343,132 | 202,730 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $37,313,001 | 186,593 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $35,388,937 | 183,201 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $29,097,304 | 180,594 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||