Strategic Investment Advisors / MI

Position in V — Visa Inc.

CIK 1760540 FARMINGTON HILLS, MI

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,950,123

+$193,807 QoQ

Shares Held

5,684

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,378

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $10,196,665 across 5 Credit Services names. V ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYF	Synchrony Financial	71,350	$5,426,167
2	V	Visa Inc. This page	5,684	$1,950,123
3	AXP	American Express Co	4,758	$1,609,393
4	MA	Mastercard Inc	1,968	$1,010,764
5	COF	Capital One Financial Corp	998	$200,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,950,123	5,684	-2.2%	Shares	Sole	2026-08-14
2026-03-31	$1,756,316	5,811	+53.2%	Shares	Sole	2026-05-18
2025-12-31	$1,330,593	3,794	+6.9%	Shares	Sole	2026-02-17
2025-09-30	$1,211,899	3,550	-5.1%	Shares	Sole	2025-12-17
2025-06-30	$1,328,597	3,742	-6.3%	Shares	Sole	2025-08-15
2025-03-31	$1,399,036	3,992	-5.6%	Shares	Sole	2025-04-23
2024-12-31	$1,336,533	4,229	-6.6%	Shares	Sole	2025-01-22
2024-09-30	$1,245,523	4,530	-2.1%	Shares	Sole	2024-10-21
2024-06-30	$1,214,711	4,628	-0.5%	Shares	Sole	2024-07-23
2024-03-31	$1,298,559	4,653	-1.4%	Shares	Sole	2024-04-23
2023-12-31	$1,228,852	4,720	-16.8%	Shares	Sole	2024-01-10
2023-09-30	$1,305,536	5,676	-49.4%	Shares	Sole	2023-10-25
2023-06-30	$2,665,950	11,226	+96.2%	Shares	Sole	2023-08-14
2023-03-31	$1,289,856	5,721	-3.5%	Shares	Sole	2023-04-27
2022-12-31	$1,231,601	5,928	-2.5%	Shares	Sole	2023-01-20
2022-09-30	$1,079,934	6,079	-0.3%	Shares	Sole	2022-10-27
2022-06-30	$1,200,438	6,097	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$1,359,893	6,132	-3.3%	Shares	Sole	2022-04-28
2021-12-31	$1,374,808	6,344	+7.4%	Shares	Sole	2022-01-26
2021-09-30	$1,315,784	5,907	+8.6%	Shares	Sole	2021-10-19
2021-06-30	$1,272,214	5,441	+76.9%	Shares	Sole	2021-07-22
2021-03-31	$651,069	3,075	+11.5%	Shares	Sole	2021-04-14
2020-12-31	$603,476	2,759	+11.9%	Shares	Sole	2021-01-13
2020-09-30	$493,126	2,466	-14.2%	Shares	Sole	2020-10-14
2020-06-30	$554,977	2,873	-14.4%	Shares	Sole	2020-08-04
2020-03-31	$541,040	3,358	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.