Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,672,136
+$4,120,144 QoQ
Shares Held
39,850
+26.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,070
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. V ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
39,850 | $13,672,136 | |
| 2 | MA |
Mastercard Inc
|
14,361 | $7,375,809 | |
| 3 | AXP |
American Express Co
|
19,365 | $6,550,211 | |
| 4 | ALLY |
Ally Financial Inc.
|
100,631 | $4,623,994 | |
| 5 | COF |
Capital One Financial Corp
|
6,684 | $1,340,944 | |
| 6 | SYF |
Synchrony Financial
|
6,168 | $469,076 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
26,015 | $466,448 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,785 | $249,796 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,672,136 | 39,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,551,992 | 31,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,676,313 | 30,442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,573,123 | 33,901 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,432,430 | 35,016 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,497,691 | 44,221 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,342,527 | 45,382 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,618,246 | 64,078 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,800,190 | 67,818 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,242,456 | 58,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,644,969 | 75,456 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,430,743 | 58,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,142,114 | 51,129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,390,409 | 41,650 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,982,241 | 28,794 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,652,661 | 20,561 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,667,855 | 8,471 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,918,310 | 8,650 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,015,186 | 9,299 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,044,845 | 9,180 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,023,244 | 8,653 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,636,884 | 7,731 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,755,526 | 8,026 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,555,766 | 7,780 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,778,709 | 9,208 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,371,292 | 8,511 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||