Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,989,131
+$6,229,105 QoQ
Shares Held
96,153
+8.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#685
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, 2026Foundations Investment Advisors, LLC holds $67,360,614 across 8 Credit Services names. V ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
96,153 | $32,989,131 | |
| 2 | MA |
Mastercard Inc
|
50,574 | $25,974,805 | |
| 3 | AXP |
American Express Co
|
19,856 | $6,716,291 | |
| 4 | COF |
Capital One Financial Corp
|
4,363 | $875,305 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,698 | $289,219 | |
| 6 | SEZL |
Sezzle Inc.
|
1,206 | $206,985 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
3,321 | $202,480 | |
| 8 | WU |
Western Union CO
|
13,818 | $106,398 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,989,131 | 96,153 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $26,760,026 | 88,539 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,612,549 | 84,436 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $25,897,769 | 75,862 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $25,133,988 | 70,790 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $21,034,607 | 60,020 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $18,241,196 | 57,718 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $13,745,850 | 49,994 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,388,310 | 43,389 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,708,801 | 41,955 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,240,606 | 39,334 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,558,588 | 32,862 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $6,679,125 | 28,125 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,685,143 | 16,345 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,174,780 | 15,281 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,202,141 | 18,025 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,675,345 | 18,667 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $4,094,317 | 18,462 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,868,923 | 17,853 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,563,331 | 15,997 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,389,922 | 14,498 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,648,742 | 12,510 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,992,630 | 9,110 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,435,984 | 7,181 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,244,594 | 6,443 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $926,440 | 5,750 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||