SIMON QUICK ADVISORS, LLC

Position in V — Visa Inc.

CIK 1692038 MORRISTOWN, NJ

Position in V

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,070,440

+$391,912 QoQ

Shares Held

3,120

+39.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,908

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $3,222,803 across 4 Credit Services names. V ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	6,750	$1,354,185
2	V	Visa Inc. This page	3,120	$1,070,440
3	MA	Mastercard Inc	1,072	$550,579
4	AXP	American Express Co	732	$247,599

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,070,440	3,120	+39.0%	Shares	Sole	2026-07-28
2026-03-31	$678,528	2,245	-35.4%	Shares	Sole	2026-05-06
2025-12-31	$1,218,015	3,473	+6.9%	Shares	Sole	2026-01-29
2025-09-30	$1,109,143	3,249	+32.0%	Shares	Sole	2025-10-21
2025-06-30	$874,133	2,462	-82.8%	Shares	Sole	2025-10-08
2025-03-31	$5,024,895	14,338	+25.0%	Shares	Sole	2025-04-15
2024-12-31	$3,624,978	11,470	+4.9%	Shares	Sole	2025-01-17
2024-09-30	$3,006,853	10,936	+33.8%	Shares	Sole	2024-10-15
2024-06-30	$2,145,167	8,173	-6.5%	Shares	Sole	2024-08-02
2024-03-31	$2,439,438	8,741	+32.3%	Shares	Sole	2024-04-19
2023-12-31	$1,720,392	6,608	-2.3%	Shares	Sole	2024-01-16
2023-09-30	$1,555,327	6,762	+43.6%	Shares	Sole	2023-10-24
2023-06-30	$1,118,293	4,709	+26.0%	Shares	Sole	2023-08-01
2023-03-31	$842,318	3,736	+56.3%	Shares	Sole	2023-05-15
2022-12-31	$496,754	2,391	+62.5%	Shares	Sole	2023-01-30
2022-09-30	$261,323	1,471	+40.2%	Shares	Sole	2022-11-07
2022-06-30	$206,537	1,049	-56.0%	Shares	Sole	2022-08-08
2022-03-31	$528,477	2,383	+27.1%	Shares	Sole	2022-05-05
2021-12-31	$406,331	1,875	-35.6%	Shares	Sole	2022-02-08
2021-09-30	$648,425	2,911	+76.1%	Shares	Sole	2021-10-27
2021-06-30	$386,504	1,653	-3.6%	Shares	Sole	2021-07-21
2021-03-31	$362,905	1,714	-2.7%	Shares	Sole	2021-05-06
2020-12-31	$385,402	1,762	-9.9%	Shares	Sole	2021-01-27
2020-09-30	$391,141	1,956	+27.3%	Shares	Sole	2020-10-26
2020-06-30	$296,902	1,537	+10.9%	Shares	Sole	2020-08-04
2020-03-31	$223,312	1,386	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.