West Branch Capital LLC

Position in V — Visa Inc.

CIK 1738723 AMHERST, MA

Position in V

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$7,562,046

+$924,252 QoQ

Shares Held

22,041

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#1,400

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $12,211,658 across 5 Credit Services names. V ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	22,041	$7,562,046
2	MA	Mastercard Inc	8,619	$4,426,718
3	AXP	American Express Co	600	$202,950
4	SYF	Synchrony Financial	133	$10,114
5	COF	Capital One Financial Corp	49	$9,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,562,046	22,041	+0.4%	Shares	Sole	2026-07-10
2026-03-31	$6,637,794	21,962	+0.4%	Shares	Sole	2026-04-14
2025-12-31	$7,673,184	21,879	+1.5%	Shares	Sole	2026-01-16
2025-09-30	$7,357,080	21,551	+1.9%	Shares	Sole	2025-10-21
2025-06-30	$7,508,242	21,147	+0.8%	Shares	Sole	2025-07-16
2025-03-31	$7,350,548	20,974	+3.3%	Shares	Sole	2025-04-16
2024-12-31	$6,414,031	20,295	+4.3%	Shares	Sole	2025-01-17
2024-09-30	$5,351,901	19,465	+1.7%	Shares	Sole	2024-10-18
2024-06-30	$5,023,675	19,140	+1.2%	Shares	Sole	2024-07-26
2024-03-31	$5,276,286	18,906	+5.8%	Shares	Sole	2024-04-24
2023-12-31	$4,654,276	17,877	+4.9%	Shares	Sole	2024-01-19
2023-09-30	$3,917,990	17,034	-0.3%	Shares	Sole	2023-10-20
2023-06-30	$4,058,770	17,091	+1.4%	Shares	Sole	2023-08-07
2023-03-31	$3,800,804	16,858	-0.4%	Shares	Sole	2023-04-20
2022-12-31	$3,516,130	16,924	-0.0%	Shares	Sole	2023-01-27
2022-09-30	$3,007,436	16,929	-0.3%	Shares	Sole	2022-10-19
2022-06-30	$3,342,207	16,975	+0.6%	Shares	Sole	2022-07-28
2022-03-31	$3,742,146	16,874	-5.9%	Shares	Sole	2022-05-03
2021-12-31	$3,884,093	17,923	+2.7%	Shares	Sole	2022-01-24
2021-09-30	$3,888,769	17,458	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$4,068,468	17,400	-2.9%	Shares	Sole	2021-08-17
2021-03-31	$3,794,413	17,921	-5.5%	Shares	Sole	2021-05-14
2020-12-31	$4,147,339	18,961	-0.0%	Shares	Sole	2021-02-08
2020-09-30	$3,792,631	18,966	+1.7%	Shares	Sole	2020-10-13
2020-06-30	$3,602,427	18,649	+6.8%	Shares	Sole	2020-07-08
2020-03-31	$2,814,283	17,467	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.