Position in V
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$32,205,515
+$5,739,265 QoQ
Shares Held
93,869
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#697
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CX Institutional holds $68,748,214 across 11 Credit Services names. V ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
93,869 | $32,205,515 | |
| 2 | MA |
Mastercard Inc
|
26,565 | $13,643,784 | |
| 3 | AXP |
American Express Co
|
39,810 | $13,465,732 | |
| 4 | SYF |
Synchrony Financial
|
58,923 | $4,481,094 | |
| 5 | ENVA |
Enova International, Inc.
|
14,040 | $3,379,849 | |
| 6 | COF |
Capital One Financial Corp
|
4,766 | $956,154 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,362 | $404,251 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,045 | $85,219 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,205,515 | 93,869 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $26,466,250 | 87,567 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $23,947,881 | 68,284 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,286,310 | 65,283 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,927,888 | 61,760 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $20,953,302 | 59,788 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,423,650 | 51,967 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,571,800 | 52,998 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $11,363,113 | 43,293 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $11,930,949 | 42,751 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $10,152,608 | 38,996 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,928,068 | 38,816 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $11,172,246 | 47,045 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10,092,716 | 44,765 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,724,721 | 17,928 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,401,472 | 13,518 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,749,175 | 13,963 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,949,097 | 13,298 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,723,827 | 12,569 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,525,985 | 11,340 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,618,784 | 11,200 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,313,997 | 10,929 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,652,067 | 7,553 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,158,426 | 5,793 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $939,385 | 4,863 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $565,531 | 3,510 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||