Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,870,741
+$556,075 QoQ
Shares Held
11,282
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,850
of 4,491 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)
Derivatives in V
reported options exposure · as of Jun 30, 2021CallValue
$3,179,016
CallShares
13,596
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. V ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
11,282 | $3,870,741 | |
| 2 | MA |
Mastercard Inc
|
3,422 | $1,757,539 | |
| 3 | AXP |
American Express Co
|
2,609 | $882,494 | |
| 4 | COF |
Capital One Financial Corp
|
3,456 | $693,342 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
3,815 | $413,355 | |
| 6 | SYF |
Synchrony Financial
|
4,956 | $376,903 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9,252 | $165,888 | |
| 8 | CACC |
Credit Acceptance Corp
|
255 | $162,368 |
All Filings in V
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,870,741 | 11,282 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,314,666 | 10,967 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,986,169 | 11,366 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,068,225 | 11,917 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,199,176 | 11,827 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,230,402 | 12,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,776,045 | 11,948 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,759,116 | 13,672 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,386,125 | 12,901 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,648,971 | 13,075 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,437,140 | 13,202 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,064,423 | 13,323 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,267,486 | 13,759 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,190,258 | 14,150 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,882,462 | 13,874 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,523,873 | 14,207 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,601,310 | 13,212 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,918,936 | 13,162 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,049,975 | 14,074 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,058,134 | 13,729 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,179,016 | 13,596 | Call | Sole | 2021-08-02 | |
| 2021-03-31 | $2,850,308 | 13,462 | Shares | Sole | 2021-04-29 | |
| 2021-03-31 | $42,346 | 200 | Call | Sole | 2021-04-29 | |
| 2020-12-31 | $2,714,220 | 12,409 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,421,235 | 12,108 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,347,401 | 12,152 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,120,177 | 13,159 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||