BFSG, LLC

Position in V — Visa Inc.

CIK 1706836 IRVINE, CA

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$172,917

+$20,589 QoQ

Shares Held

504

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#4,287

of 4,498 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $13,291,918 across 8 Credit Services names. V ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	20,026	$6,773,794
2	MA	Mastercard Inc	12,069	$6,198,638
3	V	Visa Inc. This page	504	$172,917
4	ALLY	Ally Financial Inc.	2,335	$107,293
5	SOFI	SoFi Technologies, Inc.	1,440	$25,819
6	AFRM	Affirm Holdings, Inc.	100	$8,155
7	PYPL	PayPal Holdings, Inc.	81	$3,497
8	COF	Capital One Financial Corp	9	$1,805

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,917	504	0.0%	Shares	Sole	2026-07-20
2026-03-31	$152,328	504	+4.3%	Shares	Sole	2026-04-29
2025-12-31	$169,392	483	0.0%	Shares	Sole	2026-01-22
2025-09-30	$164,886	483	+36.8%	Shares	Sole	2025-10-29
2025-06-30	$125,332	353	-1.9%	Shares	Sole	2025-07-15
2025-03-31	$126,165	360	+2.0%	Shares	Sole	2025-04-18
2024-12-31	$111,562	353	-4.1%	Shares	Sole	2025-01-31
2024-09-30	$101,181	368	-89.8%	Shares	Sole	2024-10-16
2024-06-30	$943,579	3,595	+1.6%	Shares	Sole	2024-07-29
2024-03-31	$987,943	3,540	+0.3%	Shares	Sole	2024-04-23
2023-12-31	$918,514	3,528	+228.8%	Shares	Sole	2024-04-23
2023-06-30	$254,816	1,073	+16.9%	Shares	Sole	2023-08-07
2020-12-31	$200,794	918	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.