Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,324,876
+$806,620 QoQ
Shares Held
9,691
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#1,956
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,028,228 across 7 Credit Services names. V ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
9,691 | $3,324,876 | |
| 2 | MA |
Mastercard Inc
|
5,200 | $2,670,713 | |
| 3 | AXP |
American Express Co
|
1,772 | $599,375 | |
| 4 | COF |
Capital One Financial Corp
|
1,831 | $367,330 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
877 | $37,865 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,510 | $27,073 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
5 | $996 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,324,876 | 9,691 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,518,256 | 8,332 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,902,118 | 8,275 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $2,671,633 | 7,826 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,700,503 | 7,606 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,451,461 | 6,995 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,824,810 | 5,774 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $13,036,474 | 47,414 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $10,840,530 | 41,302 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $5,636,852 | 20,198 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $4,958,100 | 19,044 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,219,447 | 13,997 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,521,562 | 10,618 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,971,196 | 8,743 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,942,348 | 9,349 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,650,546 | 9,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,947,635 | 9,892 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,299,793 | 5,861 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,354,437 | 6,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $431,244 | 1,936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $356,575 | 1,525 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $320,135 | 1,512 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $598,882 | 2,738 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $732,690 | 3,664 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $293,811 | 1,521 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $243,452 | 1,511 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||