Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,757,414
+$430,469 QoQ
Shares Held
8,037
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#2,094
of 4,498 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Selective Wealth Management, Inc. holds $3,195,000 across 2 Credit Services names. V ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
8,037 | $2,757,414 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
10,134 | $437,586 |
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,757,414 | 8,037 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,326,945 | 7,699 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,857,234 | 8,147 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,820,822 | 8,263 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,932,002 | 8,258 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,972,601 | 8,482 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,710,043 | 8,575 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,492,971 | 9,067 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,580,605 | 9,832 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,906,618 | 10,415 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,833,128 | 10,882 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,650,865 | 11,525 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,928,840 | 12,333 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $2,724,772 | 13,115 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,260,588 | 18,354 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,987,219 | 20,251 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,615,477 | 20,812 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $65,013 | 300 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $66,825 | 300 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $23,382 | 100 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,479 | 92 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $20,123 | 92 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $18,397 | 92 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $52,927 | 274 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $44,146 | 274 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||