Winthrop Advisory Group LLC

Position in V — Visa Inc.

CIK 1739043 BOSTON, MA

Position in V

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,530,052

+$551,176 QoQ

Shares Held

10,289

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,918

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

Winthrop Advisory Group LLC holds $5,865,424 across 4 Credit Services names. V ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	10,289	$3,530,052
2	MA	Mastercard Inc	3,118	$1,601,404
3	AXP	American Express Co	1,094	$370,045
4	COF	Capital One Financial Corp	1,814	$363,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,530,052	10,289	+4.4%	Shares	Sole	2026-07-17
2026-03-31	$2,978,876	9,856	-0.8%	Shares	Sole	2026-04-13
2025-12-31	$3,483,952	9,934	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$3,385,465	9,917	+0.0%	Shares	Sole	2025-10-24
2025-06-30	$3,520,320	9,915	+10.0%	Shares	Sole	2025-07-23
2025-03-31	$3,159,396	9,015	-7.2%	Shares	Sole	2025-04-08
2024-12-31	$3,068,748	9,710	+6.2%	Shares	Sole	2025-01-13
2024-09-30	$2,514,967	9,147	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$2,409,474	9,180	+2.8%	Shares	Sole	2024-07-18
2024-03-31	$2,493,021	8,933	+0.9%	Shares	Sole	2024-04-17
2023-12-31	$2,304,878	8,853	+34.9%	Shares	Sole	2024-01-10
2023-09-30	$1,509,785	6,564	+1.2%	Shares	Sole	2023-11-03
2023-06-30	$1,540,057	6,485	+11.0%	Shares	Sole	2023-08-02
2023-03-31	$1,316,686	5,840	+2.2%	Shares	Sole	2023-08-01
2022-12-31	$1,187,348	5,715	+0.0%	Shares	Sole	2023-08-03
2022-09-30	$1,014,914	5,713	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$1,123,848	5,708	-2.6%	Shares	Sole	2022-07-21
2022-03-31	$1,300,015	5,862	-1.5%	Shares	Sole	2022-04-13
2021-12-31	$1,290,291	5,954	-1.8%	Shares	Sole	2022-01-12
2021-09-30	$1,351,201	6,066	+13.5%	Shares	Sole	2021-10-14
2021-06-30	$1,249,767	5,345	-7.3%	Shares	Sole	2021-07-14
2021-03-31	$1,221,258	5,768	+2.8%	Shares	Sole	2021-04-23
2020-12-31	$1,227,294	5,611	+10.9%	Shares	Sole	2021-01-25
2020-09-30	$1,012,048	5,061	+6.1%	Shares	Sole	2020-10-20
2020-06-30	$921,420	4,770	+8.2%	Shares	Sole	2020-07-17
2020-03-31	$710,378	4,409	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.