MONECO ADVISORS, LLC

Position in V — Visa Inc.

CIK 1765690 FAIRFIELD, CT

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,490,361

+$1,790,452 QoQ

Shares Held

13,088

+46.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,749

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $8,122,776 across 4 Credit Services names. V ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	13,088	$4,490,361
2	MA	Mastercard Inc	3,299	$1,694,366
3	AXP	American Express Co	3,391	$1,147,005
4	COF	Capital One Financial Corp	3,943	$791,044

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,490,361	13,088	+46.5%	Shares	Sole	2026-08-11
2026-03-31	$2,699,909	8,933	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$3,057,139	8,717	+1.5%	Shares	Sole	2026-02-04
2025-09-30	$2,933,136	8,592	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$2,969,638	8,364	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,932,649	8,368	-5.8%	Shares	Sole	2025-08-15
2024-12-31	$2,807,067	8,882	-6.4%	Shares	Sole	2025-08-15
2024-09-30	$2,609,275	9,490	+33.2%	Shares	Sole	2024-10-25
2024-06-30	$1,870,098	7,125	-2.2%	Shares	Sole	2024-07-19
2024-03-31	$2,034,214	7,289	+5.0%	Shares	Sole	2024-07-19
2023-12-31	$1,807,349	6,942	+19.1%	Shares	Sole	2024-03-13
2023-09-30	$1,341,188	5,831	+0.6%	Shares	Sole	2024-03-13
2023-06-30	$1,375,959	5,794	-0.6%	Shares	Sole	2024-03-13
2023-03-31	$1,314,206	5,829	+27.5%	Shares	Sole	2023-05-12
2022-12-31	$950,086	4,573	+6.6%	Shares	Sole	2023-01-30
2022-09-30	$762,118	4,290	+0.3%	Shares	Sole	2022-11-02
2022-06-30	$841,901	4,276	+3.4%	Shares	Sole	2022-08-10
2022-03-31	$917,240	4,136	+2.1%	Shares	Sole	2022-05-09
2021-12-31	$877,892	4,051	+6.6%	Shares	Sole	2022-02-08
2021-09-30	$846,672	3,801	+53.8%	Shares	Sole	2021-11-03
2021-06-30	$578,003	2,472	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$522,973	2,470	+2.2%	Shares	Sole	2021-05-17
2020-12-31	$528,889	2,418	+0.1%	Shares	Sole	2021-01-22
2020-09-30	$483,127	2,416	+15.0%	Shares	Sole	2020-10-20
2020-06-30	$405,657	2,100	+17.3%	Shares	Sole	2020-07-31
2020-03-31	$288,404	1,790	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.