Legacy Financial Advisors, Inc.

Position in V — Visa Inc.

CIK 1730810 COVINGTON, KY

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,711,311

+$681,848 QoQ

Shares Held

13,732

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,726

of 4,491 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $11,374,347 across 6 Credit Services names. V ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	13,732	$4,711,311
2	MA	Mastercard Inc	3,920	$2,013,312
3	COF	Capital One Financial Corp	9,323	$1,870,380
4	ALLY	Ally Financial Inc.	25,339	$1,164,327
5	AXP	American Express Co	2,855	$965,703
6	SYF	Synchrony Financial	8,538	$649,314

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,711,311	13,732	+3.0%	Shares	Sole	2026-08-05
2026-03-31	$4,029,463	13,332	+3.2%	Shares	Sole	2026-04-30
2025-12-31	$4,531,173	12,920	-2.1%	Shares	Sole	2026-02-04
2025-09-30	$4,506,898	13,202	-3.6%	Shares	Sole	2025-11-10
2025-06-30	$4,862,409	13,695	+0.8%	Shares	Sole	2025-08-07
2025-03-31	$4,760,999	13,585	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$4,258,955	13,476	+2.2%	Shares	Sole	2025-02-13
2024-09-30	$3,626,315	13,189	+3.4%	Shares	Sole	2024-11-14
2024-06-30	$3,348,329	12,757	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$3,416,776	12,243	+5.3%	Shares	Sole	2024-05-14
2023-12-31	$3,026,308	11,624	+8.3%	Shares	Sole	2024-02-13
2023-09-30	$2,469,847	10,738	+14.5%	Shares	Sole	2023-11-13
2023-06-30	$2,227,087	9,378	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$2,049,656	9,091	+16.2%	Shares	Sole	2023-05-03
2022-12-31	$1,625,306	7,823	+28.8%	Shares	Sole	2023-02-06
2022-09-30	$1,078,690	6,072	-8.1%	Shares	Sole	2022-11-09
2022-06-30	$1,300,655	6,606	-1.2%	Shares	Sole	2022-08-08
2022-03-31	$1,482,088	6,683	+16.3%	Shares	Sole	2022-05-04
2021-12-31	$1,244,998	5,745	+16.4%	Shares	Sole	2022-02-04
2021-09-30	$1,099,271	4,935	+10.6%	Shares	Sole	2021-10-26
2021-06-30	$1,043,538	4,463	-18.3%	Shares	Sole	2021-07-21
2021-03-31	$1,156,892	5,464	+5.8%	Shares	Sole	2021-04-28
2020-12-31	$1,129,959	5,166	+9.1%	Shares	Sole	2021-02-02
2020-09-30	$946,458	4,733	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.