Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,091,091
+$925,586 QoQ
Shares Held
23,583
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,359
of 4,498 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Clearstead Trust, LLC holds $13,008,944 across 11 Credit Services names. V ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
23,583 | $8,091,091 | |
| 2 | MA |
Mastercard Inc
|
8,045 | $4,131,912 | |
| 3 | AXP |
American Express Co
|
1,779 | $601,746 | |
| 4 | SYF |
Synchrony Financial
|
1,682 | $127,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
83 | $17,954 | |
| 6 | CACC |
Credit Acceptance Corp
|
14 | $8,914 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
132 | $8,048 | |
| 8 | SLM |
SLM Corp
|
293 | $7,600 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,091,091 | 23,583 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,165,505 | 23,708 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,196,092 | 23,370 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,315,334 | 24,358 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,669,255 | 24,417 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,433,469 | 24,064 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,640,267 | 24,175 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,668,637 | 24,254 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,335,500 | 24,138 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,496,703 | 23,279 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,012,787 | 26,936 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,097,335 | 26,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,256,410 | 26,345 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,591,097 | 29,234 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,190,209 | 29,795 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,209,941 | 29,327 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,182,735 | 26,323 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,722,774 | 25,805 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,562,728 | 25,669 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,102,534 | 22,907 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,851,531 | 20,749 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,822,150 | 22,775 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,205,117 | 23,797 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,413,937 | 22,073 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,262,682 | 22,067 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,118,710 | 25,563 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||