Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,028,321
-$831,497 QoQ
Shares Held
14,656
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,682
of 4,515 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. V ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,028,321 | 14,656 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,859,818 | 19,388 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,214,574 | 17,720 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,142,104 | 17,992 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,661,444 | 18,762 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,569,720 | 18,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,693,140 | 18,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,206,730 | 15,300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,102,402 | 15,630 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,445,516 | 12,346 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,196,835 | 12,279 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,655,002 | 11,543 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,750,965 | 11,584 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,444,208 | 10,841 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,293,875 | 11,041 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,490,480 | 8,390 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,800,753 | 9,146 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,700,751 | 7,669 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,143,576 | 5,277 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||