Patriot Financial Group Insurance Agency, LLC

Insurance

Position in V — Visa Inc.

CIK 1694883 Westborough, MA

Position in V

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,365,348

-$5,814,319 QoQ

Shares Held

18,553

-54.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,498

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,229,826 across 5 Credit Services names. V ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	18,553	$6,365,348
2	MA	Mastercard Inc	4,328	$2,222,860
3	SOFI	SoFi Technologies, Inc.	38,405	$688,601
4	AXP	American Express Co	1,827	$617,982
5	COF	Capital One Financial Corp	1,670	$335,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,365,348	18,553	-54.0%	Shares	Sole	2026-07-16
2026-03-31	$12,179,667	40,298	+362.7%	Shares	Sole	2026-04-22
2025-12-31	$3,054,333	8,709	+6.8%	Shares	Sole	2026-01-26
2025-09-30	$2,783,953	8,155	-43.8%	Shares	Sole	2025-10-08
2025-06-30	$5,150,355	14,506	+8.1%	Shares	Sole	2025-07-21
2025-03-31	$4,703,874	13,422	+1.4%	Shares	Sole	2025-04-14
2024-12-31	$4,184,685	13,241	+3.8%	Shares	Sole	2025-01-22
2024-09-30	$3,508,911	12,762	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$3,421,033	13,034	+8.7%	Shares	Sole	2024-07-26
2024-03-31	$3,345,052	11,986	+7.7%	Shares	Sole	2024-04-30
2023-12-31	$2,897,695	11,130	+13.0%	Shares	Sole	2024-01-19
2023-09-30	$2,266,058	9,852	+8.3%	Shares	Sole	2023-10-19
2023-06-30	$2,161,305	9,101	+2.0%	Shares	Sole	2023-07-17
2023-03-31	$2,010,877	8,919	+5.1%	Shares	Sole	2023-04-20
2022-12-31	$1,762,635	8,484	-1.0%	Shares	Sole	2023-01-17
2022-09-30	$1,522,282	8,569	+23.7%	Shares	Sole	2022-11-01
2022-06-30	$1,363,463	6,925	-2.0%	Shares	Sole	2022-07-29
2022-03-31	$1,567,248	7,067	-9.0%	Shares	Sole	2022-05-11
2021-12-31	$1,682,319	7,763	-13.0%	Shares	Sole	2022-01-10
2021-09-30	$1,986,484	8,918	+10.7%	Shares	Sole	2021-11-24
2021-06-30	$1,883,186	8,054	+38.1%	Shares	Sole	2021-07-30
2021-03-31	$1,234,809	5,832	+6.8%	Shares	Sole	2021-04-29
2020-12-31	$1,194,484	5,461	+102.1%	Shares	Sole	2021-01-15
2020-09-30	$540,318	2,702	+3.1%	Shares	Sole	2020-10-21
2020-06-30	$506,298	2,621	-59.0%	Shares	Sole	2020-07-10
2020-03-31	$1,031,168	6,400	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.