Principle Wealth Partners LLC

Position in V — Visa Inc.

CIK 1743413 MADISON, CT

Position in V

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,170,195

+$1,626,441 QoQ

Shares Held

38,387

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#1,085

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $19,693,942 across 6 Credit Services names. V ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	38,387	$13,170,195
2	MA	Mastercard Inc	5,800	$2,978,880
3	AXP	American Express Co	8,662	$2,929,921
4	COF	Capital One Financial Corp	1,270	$254,787
5	ALLY	Ally Financial Inc.	4,900	$225,155
6	WU	Western Union CO	17,533	$135,004

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,170,195	38,387	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$11,543,754	38,194	-2.4%	Shares	Sole	2026-05-07
2025-12-31	$13,724,334	39,133	+0.0%	Shares	Sole	2026-02-06
2025-09-30	$13,358,199	39,130	-0.8%	Shares	Sole	2025-11-03
2025-06-30	$14,002,106	39,437	+5.1%	Shares	Sole	2025-07-30
2025-03-31	$13,152,413	37,529	-2.8%	Shares	Sole	2025-05-06
2024-12-31	$12,204,832	38,618	-0.7%	Shares	Sole	2025-01-29
2024-09-30	$10,692,805	38,890	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$10,168,350	38,741	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$10,915,097	39,111	+2.2%	Shares	Sole	2024-04-23
2023-12-31	$9,960,730	38,259	+0.5%	Shares	Sole	2024-02-05
2023-09-30	$8,756,940	38,072	-0.9%	Shares	Sole	2023-11-01
2023-06-30	$9,125,643	38,427	-2.7%	Shares	Sole	2023-07-31
2023-03-31	$8,900,935	39,479	+2.5%	Shares	Sole	2023-05-10
2022-12-31	$7,998,967	38,501	+0.6%	Shares	Sole	2023-02-02
2022-09-30	$6,797,777	38,265	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$7,666,305	38,937	+5.0%	Shares	Sole	2022-08-02
2022-03-31	$8,223,453	37,081	-0.3%	Shares	Sole	2022-05-12
2021-12-31	$8,063,128	37,207	-9.3%	Shares	Sole	2022-02-11
2021-09-30	$9,138,096	41,024	-0.6%	Shares	Sole	2021-11-16
2021-06-30	$9,646,945	41,258	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$8,775,996	41,449	+0.7%	Shares	Sole	2021-05-18
2020-12-31	$9,001,395	41,153	+21.3%	Shares	Sole	2021-02-16
2020-09-30	$6,785,781	33,934	+0.1%	Shares	Sole	2020-11-16
2020-06-30	$6,545,758	33,886	-0.5%	Shares	Sole	2020-08-14
2020-03-31	$5,489,680	34,072	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.