Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,249,908
+$16,935,085 QoQ
Shares Held
228,074
+12.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#439
of 4,491 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Vest Financial, LLC holds $309,177,634 across 6 Credit Services names. V ranks #1 (25.3% of the industry book) .
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,249,908 | 228,074 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $61,314,823 | 202,868 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $61,748,106 | 176,066 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $54,814,702 | 160,568 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $53,019,971 | 149,331 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $49,739,735 | 141,927 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $35,730,534 | 113,057 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $28,229,115 | 102,670 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $21,617,815 | 82,363 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,069,313 | 64,746 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $12,921,430 | 49,631 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,800,412 | 38,261 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,418,343 | 22,816 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,400,332 | 6,211 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $381,031 | 1,834 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||