Claro Advisors Inc.

Position in V — Visa Inc.

CIK 1764386 BOSTON, MA

Position in V

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

Position Value

$2,294,929

+$236,977 QoQ

Shares Held

6,689

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,254

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

Claro Advisors Inc. holds $5,240,337 across 7 Credit Services names. V ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	6,689	$2,294,929
2	AXP	American Express Co	3,090	$1,045,192
3	MA	Mastercard Inc	1,567	$804,811
4	ENVA	Enova International, Inc.	1,380	$332,207
5	COF	Capital One Financial Corp	1,520	$304,942
6	SYF	Synchrony Financial	3,150	$239,557
7	FCFS	FirstCash Holdings, Inc.	1,011	$218,699

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,294,929	6,689	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$2,057,952	6,809	+18.4%	Shares	Sole	2026-04-21
2025-12-31	$2,016,933	5,751	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$1,981,369	5,804	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$2,140,596	6,029	-38.0%	Shares	Sole	2025-08-05
2025-03-31	$3,408,223	9,725	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$2,954,974	9,350	+1.7%	Shares	Sole	2025-01-13
2024-09-30	$2,527,890	9,194	+42.7%	Shares	Sole	2024-11-07
2024-06-30	$1,691,356	6,444	+9.6%	Shares	Sole	2024-07-31
2024-03-31	$1,640,990	5,880	-3.9%	Shares	Sole	2024-04-18
2023-12-31	$1,593,342	6,120	+8.6%	Shares	Sole	2024-01-22
2023-09-30	$1,295,646	5,633	+9.3%	Shares	Sole	2023-10-10
2023-06-30	$1,223,971	5,154	-0.1%	Shares	Sole	2023-08-08
2023-03-31	$1,162,697	5,157	+1.9%	Shares	Sole	2023-04-17
2022-12-31	$1,051,057	5,059	+81.3%	Shares	Sole	2023-03-13
2022-09-30	$495,821	2,791	0.0%	Shares	Sole	2022-11-18
2022-06-30	$549,519	2,791	+3.1%	Shares	Sole	2022-08-12
2022-03-31	$600,553	2,708	0.0%	Shares	Sole	2022-05-16
2021-12-31	$586,850	2,708	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$617,017	2,770	+5.1%	Shares	Sole	2021-11-15
2021-06-30	$616,115	2,635	+19.9%	Shares	Sole	2021-08-13
2021-03-31	$465,170	2,197	+47.9%	Shares	Sole	2021-05-17
2020-12-31	$324,814	1,485	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$296,755	1,484	-20.7%	Shares	Sole	2020-11-16
2020-06-30	$361,421	1,871	+15.4%	Shares	Sole	2020-08-14
2020-03-31	$261,175	1,621	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.