Cooper Financial Group

Position in V — Visa Inc.

CIK 1751581 IRVINE, CA

Position in V

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,380,230

+$997,863 QoQ

Shares Held

12,767

+14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,763

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $8,780,763 across 5 Credit Services names. V ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,767	$4,380,230
2	MA	Mastercard Inc	4,582	$2,353,315
3	AXP	American Express Co	2,922	$988,366
4	COF	Capital One Financial Corp	4,247	$852,033
5	SLM	SLM Corp	7,973	$206,819

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,380,230	12,767	+14.1%	Shares	Sole	2026-07-08
2026-03-31	$3,382,367	11,191	-11.7%	Shares	Sole	2026-04-07
2025-12-31	$4,446,652	12,679	-1.0%	Shares	Sole	2026-01-08
2025-09-30	$4,373,760	12,812	-8.1%	Shares	Sole	2025-10-07
2025-06-30	$4,951,882	13,947	+29.1%	Shares	Sole	2025-07-18
2025-03-31	$3,787,421	10,807	+16.0%	Shares	Sole	2025-05-12
2024-12-31	$2,944,860	9,318	+6.4%	Shares	Sole	2025-01-13
2024-09-30	$2,408,012	8,758	+1.0%	Shares	Sole	2024-11-14
2024-06-30	$2,275,877	8,671	+1.8%	Shares	Sole	2024-07-15
2024-03-31	$2,376,924	8,517	+7.5%	Shares	Sole	2024-04-11
2023-12-31	$2,063,534	7,926	+6.4%	Shares	Sole	2024-01-16
2023-09-30	$1,713,574	7,450	+6.2%	Shares	Sole	2023-10-13
2023-06-30	$1,666,397	7,017	+7.0%	Shares	Sole	2023-07-07
2023-03-31	$1,479,243	6,561	+0.5%	Shares	Sole	2023-05-11
2022-12-31	$1,356,672	6,530	+1.3%	Shares	Sole	2023-01-13
2022-09-30	$1,145,309	6,447	+19.1%	Shares	Sole	2022-10-13
2022-06-30	$1,065,371	5,411	-20.6%	Shares	Sole	2022-07-11
2022-03-31	$1,510,919	6,813	+71.7%	Shares	Sole	2022-04-25
2021-12-31	$859,905	3,968	-3.9%	Shares	Sole	2022-02-11
2021-09-30	$919,957	4,130	+9.1%	Shares	Sole	2021-10-06
2021-06-30	$885,242	3,786	+2.6%	Shares	Sole	2021-07-12
2021-03-31	$781,495	3,691	-17.1%	Shares	Sole	2021-05-17
2020-12-31	$973,348	4,450	+61.2%	Shares	Sole	2021-02-16
2020-09-30	$552,117	2,761	+17.1%	Shares	Sole	2020-10-09
2020-06-30	$455,494	2,358	+10.7%	Shares	Sole	2020-07-15
2020-03-31	$343,185	2,130	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.