Strategic Wealth Partners, Ltd.

Position in V — Visa Inc.

CIK 1720777 INDEPENDENCE, OH

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,397,169

+$148,202 QoQ

Shares Held

6,987

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,222

of 4,501 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $19,194,892 across 9 Credit Services names. V ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	46,157	$15,612,605
2	V	Visa Inc. This page	6,987	$2,397,169
3	MA	Mastercard Inc	1,837	$943,483
4	SYF	Synchrony Financial	1,586	$120,615
5	COF	Capital One Financial Corp	395	$79,244
6	PYPL	PayPal Holdings, Inc.	700	$30,226
7	SOFI	SoFi Technologies, Inc.	631	$11,313
8	KLAR	Klarna Group plc	10	$202

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,397,169	6,987	-6.1%	Shares	Sole	2026-08-12
2026-03-31	$2,248,967	7,441	-4.9%	Shares	Sole	2026-05-12
2025-12-31	$2,745,357	7,828	-32.9%	Shares	Sole	2026-05-12
2025-09-30	$3,982,539	11,666	-63.5%	Shares	Sole	2025-11-14
2025-06-30	$11,361,955	32,001	-16.7%	Shares	Sole	2025-08-11
2024-12-31	$12,138,148	38,407	+6.2%	Shares	Sole	2025-02-14
2024-09-30	$9,939,167	36,149	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$9,526,086	36,294	-2.4%	Shares	Sole	2024-10-08
2024-03-31	$10,378,985	37,190	+6.1%	Shares	Sole	2024-05-20
2023-12-31	$9,125,007	35,049	+11.4%	Shares	Sole	2024-05-20
2023-09-30	$7,237,954	31,468	+2.4%	Shares	Sole	2024-05-20
2023-06-30	$7,298,947	30,735	+112.4%	Shares	Sole	2024-05-20
2023-03-31	$3,262,406	14,470	+11.7%	Shares	Sole	2023-04-24
2022-12-31	$2,691,115	12,953	+10.5%	Shares	Sole	2023-04-24
2022-09-30	$2,083,301	11,727	+2.7%	Shares	Sole	2023-04-24
2022-06-30	$2,249,271	11,424	+6.5%	Shares	Sole	2022-08-22
2022-03-31	$2,378,705	10,726	+4.2%	Shares	Sole	2022-05-19
2021-12-31	$2,231,679	10,298	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$2,229,059	10,007	+23.7%	Shares	Sole	2021-11-12
2021-06-30	$1,892,304	8,093	+8.5%	Shares	Sole	2021-08-25
2021-03-31	$1,579,717	7,461	+14.3%	Shares	Sole	2021-05-24
2020-12-31	$1,428,088	6,529	-4.2%	Shares	Sole	2021-02-18
2020-09-30	$1,362,395	6,813	-23.0%	Shares	Sole	2020-11-10
2020-06-30	$1,708,202	8,843	-11.2%	Shares	Sole	2020-08-11
2020-03-31	$1,605,238	9,963	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.