Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,327,074
-$1,544,981 QoQ
Shares Held
50,503
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#972
of 4,491 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. V ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in V
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,327,074 | 50,503 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $18,872,055 | 53,811 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,185,751 | 50,342 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,133,116 | 45,439 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $13,020,215 | 41,198 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,487,685 | 41,781 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,037,913 | 42,054 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,424,867 | 30,188 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,538,694 | 28,956 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,265,702 | 27,241 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,302,006 | 26,537 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,874,079 | 17,183 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,890,772 | 13,914 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,328,280 | 13,106 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,543,818 | 12,920 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,812,708 | 12,683 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,289,424 | 10,278 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,444,588 | 10,455 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,157,952 | 10,192 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,198,892 | 10,053 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,385,892 | 16,932 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,211,064 | 16,623 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,556,168 | 15,865 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||