Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,551,732
+$1,275,987 QoQ
Shares Held
30,755
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,206
of 4,491 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $26,721,386 across 6 Credit Services names. V ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
30,755 | $10,551,732 | |
| 2 | AXP |
American Express Co
|
25,741 | $8,706,893 | |
| 3 | COF |
Capital One Financial Corp
|
18,740 | $3,759,618 | |
| 4 | OMF |
OneMain Holdings, Inc.
|
28,260 | $1,723,012 | |
| 5 | MA |
Mastercard Inc
|
3,261 | $1,674,849 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,070 | $305,282 |
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,551,732 | 30,755 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,275,745 | 30,690 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,358,444 | 32,387 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,265,735 | 27,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,872,520 | 27,806 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,565,104 | 27,293 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,924,653 | 28,239 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,376,894 | 34,104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,663,357 | 36,817 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,151,535 | 36,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,465,019 | 32,514 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,030,109 | 34,912 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,164,799 | 34,381 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,075,977 | 35,820 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,604,847 | 36,604 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,777,347 | 38,150 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,213,458 | 36,637 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,448,328 | 38,095 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,360,988 | 33,967 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,305,092 | 5,859 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,470,961 | 6,291 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,773,027 | 8,374 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $716,778 | 3,277 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,054,041 | 5,271 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $407,975 | 2,112 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||