Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,694,864
+$208,556 QoQ
Shares Held
4,940
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,494
of 4,498 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $15,032,645 across 11 Credit Services names. V ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
32,434 | $6,506,909 | |
| 2 | MA |
Mastercard Inc
|
6,885 | $3,536,136 | |
| 3 | AXP |
American Express Co
|
8,749 | $2,959,349 | |
| 4 | V |
Visa Inc.
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|
4,940 | $1,694,864 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,110 | $134,289 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
2,000 | $121,940 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,261 | $40,539 | |
| 8 | SYF |
Synchrony Financial
|
169 | $12,852 |
All Filings in V
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,694,864 | 4,940 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,486,308 | 4,238 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,424,578 | 4,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,475,232 | 4,155 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,639,802 | 4,679 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,429,448 | 4,523 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,317,074 | 5,018 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,146,581 | 4,404 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $979,612 | 4,259 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $620,691 | 2,753 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $698,904 | 3,364 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $604,365 | 3,402 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $704,472 | 3,578 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $753,352 | 3,397 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $687,187 | 3,171 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $629,046 | 2,824 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $639,731 | 2,736 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $629,685 | 2,974 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $620,318 | 2,836 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $567,914 | 2,840 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $548,023 | 2,837 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $474,337 | 2,944 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||