Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,772,834
+$1,654,833 QoQ
Shares Held
63,461
-4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#866
of 4,491 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. V ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
11,874 | $512,719 |
All Filings in V
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,772,834 | 63,461 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,118,001 | 66,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,385,521 | 46,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,280,412 | 47,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,965,002 | 42,149 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,186,620 | 40,480 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,001,569 | 41,139 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,502,265 | 38,197 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,699,568 | 33,145 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,094,828 | 21,839 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,344,204 | 20,527 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,429,532 | 19,258 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,438,976 | 18,692 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,181,100 | 9,674 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,029,815 | 9,770 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,148,676 | 12,095 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,993,314 | 10,124 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,368,060 | 10,678 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,986,797 | 9,168 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,602,240 | 7,193 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $967,780 | 4,139 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||