Keystone Financial Group

Position in V — Visa Inc.

CIK 1729299 LEXINGTON, KY

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,499,410

-$105,294 QoQ

Shares Held

7,285

-15.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,170

of 4,491 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $4,025,154 across 3 Credit Services names. V ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	7,285	$2,499,410
2	AXP	American Express Co	2,514	$850,360
3	MA	Mastercard Inc	1,315	$675,384

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,499,410	7,285	-15.5%	Shares	Sole	2026-07-29
2026-03-31	$2,604,704	8,618	+16.1%	Shares	Sole	2026-05-13
2025-12-31	$2,604,372	7,426	+1.7%	Shares	Sole	2026-02-06
2025-09-30	$2,492,074	7,300	+0.2%	Shares	Sole	2025-11-17
2025-06-30	$2,587,959	7,289	+0.7%	Shares	Sole	2025-08-13
2025-03-31	$2,537,680	7,241	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$2,313,412	7,320	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$1,986,513	7,225	+0.6%	Shares	Sole	2025-02-19
2024-06-30	$1,885,584	7,184	-3.4%	Shares	Sole	2024-07-31
2024-03-31	$2,076,355	7,440	+73.4%	Shares	Sole	2024-05-08
2023-12-31	$1,116,901	4,290	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$1,003,533	4,363	-5.0%	Shares	Sole	2023-11-06
2023-06-30	$1,090,508	4,592	+7.9%	Shares	Sole	2023-08-07
2022-12-31	$883,811	4,254	+8.9%	Shares	Sole	2023-02-07
2022-09-30	$693,900	3,906	+1.5%	Shares	Sole	2022-11-10
2022-06-30	$758,026	3,850	-1.7%	Shares	Sole	2022-08-05
2022-03-31	$868,673	3,917	+2.4%	Shares	Sole	2022-05-13
2021-12-31	$829,132	3,826	+1.6%	Shares	Sole	2022-02-11
2021-09-30	$839,099	3,767	+4.2%	Shares	Sole	2021-11-12
2021-06-30	$845,493	3,616	+6.4%	Shares	Sole	2021-08-13
2021-03-31	$719,882	3,400	+1.5%	Shares	Sole	2021-05-11
2020-12-31	$732,745	3,350	-0.9%	Shares	Sole	2021-02-10
2020-09-30	$676,098	3,381	+12.4%	Shares	Sole	2020-11-13
2020-06-30	$581,055	3,008	-1.3%	Shares	Sole	2020-08-13
2020-03-31	$491,093	3,048	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.