Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,599,100
+$780,264 QoQ
Shares Held
22,149
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,397
of 4,491 holders
Holding Since
Mar 2020
26 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, 2026Gladstone Institutional Advisory LLC holds $23,605,136 across 9 Credit Services names. V ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
22,149 | $7,599,100 | |
| 2 | AXP |
American Express Co
|
20,596 | $6,966,597 | |
| 3 | MA |
Mastercard Inc
|
9,662 | $4,962,403 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
13,659 | $1,113,891 | |
| 5 | COF |
Capital One Financial Corp
|
4,973 | $997,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,947 | $731,771 | |
| 7 | SYF |
Synchrony Financial
|
6,981 | $530,905 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
25,957 | $465,409 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,599,100 | 22,149 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,818,836 | 22,561 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,877,648 | 22,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,243,059 | 21,217 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,025,729 | 19,788 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,672,758 | 19,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,103,680 | 19,313 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,070,346 | 22,078 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,470,399 | 20,842 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,317,869 | 19,055 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,611,327 | 25,394 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,060,073 | 26,347 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,032,466 | 25,402 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,430,880 | 24,088 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,985,150 | 28,808 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,850,910 | 27,306 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $5,771,633 | 29,314 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $7,473,870 | 33,701 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $6,103,853 | 28,166 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $5,805,533 | 26,063 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $3,935,892 | 16,833 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,374,763 | 11,216 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,764,276 | 8,066 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $1,765,535 | 8,829 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $1,902,338 | 9,848 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,679,191 | 10,422 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||