Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,367,371
+$26,137,180 QoQ
Shares Held
175,952
+55.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#493
of 4,432 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, 2026Integrated Wealth Concepts LLC holds $106,342,444 across 41 Credit Services names. V ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
175,952 | $60,367,371 | |
| 2 | AXP |
American Express Co
|
37,457 | $12,669,830 | |
| 3 | MA |
Mastercard Inc
|
21,289 | $10,934,030 | |
| 4 | COF |
Capital One Financial Corp
|
51,351 | $10,302,037 | |
| 5 | ALLY |
Ally Financial Inc.
|
54,444 | $2,501,701 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
31,931 | $1,946,833 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,253 | $1,568,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
32,667 | $1,410,561 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,367,371 | 175,952 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $34,230,191 | 113,255 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $24,774,855 | 70,642 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $33,380,819 | 97,782 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $34,598,202 | 97,446 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $30,305,327 | 86,473 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $26,719,917 | 84,546 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $21,437,851 | 77,970 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,895,226 | 75,800 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $22,784,370 | 81,641 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $20,439,297 | 78,507 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $16,209,264 | 70,472 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $16,776,062 | 70,642 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $13,948,984 | 61,869 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $9,968,117 | 47,979 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $8,463,601 | 47,642 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,432,606 | 47,908 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $10,766,046 | 48,546 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $10,363,722 | 47,823 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $10,092,357 | 45,308 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $10,054,727 | 43,002 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $8,862,382 | 41,857 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $8,856,158 | 40,489 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $7,725,441 | 38,633 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,352,851 | 17,357 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,429,689 | 15,080 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||