Centerpoint Advisors, LLC

Position in V — Visa Inc.

CIK 1733788 NEEDHAM, MA

Position in V

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

Position Value

$1,531,210

+$167,201 QoQ

Shares Held

4,463

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#2,576

of 4,501 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $3,428,607 across 6 Credit Services names. V ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,463	$1,531,210
2	AXP	American Express Co	3,751	$1,268,775
3	MA	Mastercard Inc	1,160	$595,776
4	FCFS	FirstCash Holdings, Inc.	83	$17,954
5	COF	Capital One Financial Corp	72	$14,444
6	SOFI	SoFi Technologies, Inc.	25	$448

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,531,210	4,463	-1.1%	Shares	Sole	2026-08-05
2026-03-31	$1,364,009	4,513	0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,582,754	4,513	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,541,330	4,515	+2.2%	Shares	Sole	2025-11-06
2025-06-30	$1,567,900	4,416	+0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,546,930	4,414	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$1,401,321	4,434	-1.7%	Shares	Sole	2025-01-31
2024-09-30	$1,239,749	4,509	0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,183,477	4,509	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$1,265,348	4,534	-2.0%	Shares	Sole	2024-05-02
2023-12-31	$1,204,639	4,627	-0.3%	Shares	Sole	2024-01-16
2023-09-30	$1,067,246	4,640	-0.5%	Shares	Sole	2023-11-01
2023-06-30	$1,107,844	4,665	-1.2%	Shares	Sole	2023-07-17
2023-03-31	$1,064,171	4,720	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$977,926	4,707	+1.8%	Shares	Sole	2023-01-24
2022-09-30	$821,808	4,626	0.0%	Shares	Sole	2022-10-13
2022-06-30	$910,813	4,626	-1.8%	Shares	Sole	2022-07-18
2022-03-31	$1,044,758	4,711	-6.4%	Shares	Sole	2022-04-27
2021-12-31	$1,090,268	5,031	-1.6%	Shares	Sole	2022-01-14
2021-09-30	$1,138,475	5,111	+0.0%	Shares	Sole	2021-10-25
2021-06-30	$1,194,820	5,110	+5394.6%	Shares	Sole	2021-07-26
2021-03-31	$19,690	93	0.0%	Shares	Sole	2021-04-23
2020-12-31	$20,341	93	0.0%	Shares	Sole	2021-01-22
2020-09-30	$18,597	93	-58.1%	Shares	Sole	2020-10-13
2020-06-30	$42,883	222	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.