Pegasus Asset Management, Inc.

Position in V — Visa Inc.

CIK 1729049 MORRISTOWN, NJ

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$347,207

+$4,770 QoQ

Shares Held

1,012

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,812

of 4,501 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pegasus Asset Management, Inc. holds $4,458,251 across 2 Credit Services names. V ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SOFI	SoFi Technologies, Inc.	229,283	$4,111,044
2	V	Visa Inc. This page	1,012	$347,207

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,207	1,012	-10.7%	Shares	Sole	2026-08-06
2026-03-31	$342,437	1,133	+16.7%	Shares	Sole	2026-04-21
2025-12-31	$340,539	971	-10.0%	Shares	Sole	2026-02-02
2025-09-30	$368,349	1,079	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$382,743	1,078	+12.5%	Shares	Sole	2025-07-25
2025-03-31	$335,740	958	+27.7%	Shares	Sole	2025-04-21
2024-12-31	$237,030	750	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$207,862	756	-90.2%	Shares	Sole	2024-10-21
2022-03-31	$1,717,608	7,745	-0.5%	Shares	Sole	2022-04-20
2021-12-31	$1,687,304	7,786	+5.4%	Shares	Sole	2022-01-18
2021-09-30	$1,644,786	7,384	+6.4%	Shares	Sole	2021-11-12
2021-06-30	$1,622,243	6,938	+0.6%	Shares	Sole	2021-07-29
2021-03-31	$1,460,937	6,900	+2.9%	Shares	Sole	2021-04-28
2020-12-31	$1,466,803	6,706	+2.7%	Shares	Sole	2021-01-15
2020-09-30	$1,306,004	6,531	+259.6%	Shares	Sole	2020-10-13
2020-06-30	$350,796	1,816	0.0%	Shares	Sole	2020-08-11
2020-03-31	$292,593	1,816	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.