Position in V
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,411,509
-$7,288,241 QoQ
Shares Held
77,460
-11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $53,344,641 across 11 Credit Services names. V ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
77,460 | $23,411,509 | |
| 2 | MA |
Mastercard Inc
|
27,157 | $13,569,265 | |
| 3 | AXP |
American Express Co
|
28,567 | $8,640,945 | |
| 4 | COF |
Capital One Financial Corp
|
14,705 | $2,682,632 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
21,233 | $1,135,752 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
24,069 | $1,088,640 | |
| 7 | EZPW |
Ezcorp Inc
|
33,296 | $845,051 | |
| 8 | SYF |
Synchrony Financial
|
10,944 | $744,410 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,411,509 | 77,460 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,699,750 | 87,536 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $28,358,777 | 83,071 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $28,941,545 | 81,514 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,528,845 | 81,404 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $24,667,869 | 78,053 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,623,180 | 71,370 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,813,082 | 79,297 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,373,563 | 80,169 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $21,762,655 | 83,590 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $16,784,979 | 72,975 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,208,037 | 72,461 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $16,679,980 | 73,982 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,056,989 | 72,473 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,427,682 | 69,956 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $21,872,313 | 111,089 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $25,110,794 | 113,229 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,353,435 | 112,378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,870,708 | 98,185 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $21,915,947 | 93,730 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,580,579 | 97,202 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,684,050 | 103,708 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,586,711 | 102,949 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $18,670,845 | 96,655 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $14,937,918 | 92,713 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||