Position in V
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,817,520
+$769,362 QoQ
Shares Held
28,615
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,252
of 4,498 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $18,353,899 across 7 Credit Services names. V ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
28,615 | $9,817,520 | |
| 2 | MA |
Mastercard Inc
|
10,310 | $5,295,216 | |
| 3 | AXP |
American Express Co
|
5,249 | $1,775,474 | |
| 4 | COF |
Capital One Financial Corp
|
2,612 | $524,019 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,687 | $375,104 | |
| 6 | ENVA |
Enova International, Inc.
|
1,525 | $367,113 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
11,124 | $199,453 |
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,817,520 | 28,615 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,048,158 | 29,937 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,788,541 | 30,762 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,487,291 | 27,791 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,202,185 | 25,918 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,972,476 | 25,602 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,909,582 | 21,863 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,685,141 | 20,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,626,842 | 25,248 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $6,266,364 | 24,069 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,222,607 | 22,706 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,146,457 | 25,882 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,332,439 | 19,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,075,004 | 19,614 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,594,214 | 20,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,874,011 | 24,755 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,331,833 | 19,533 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,815,296 | 22,220 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $5,001,405 | 22,453 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,095,639 | 21,793 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,970,996 | 18,755 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,997,072 | 18,274 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,901,964 | 14,512 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,837,860 | 14,691 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,281,136 | 14,158 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||