Advisor OS, LLC

Position in V — Visa Inc.

CIK 1767580 CHICAGO, IL

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,613,764

+$421,509 QoQ

Shares Held

10,533

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,900

of 4,500 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $8,261,881 across 5 Credit Services names. V ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	10,533	$3,613,764
2	MA	Mastercard Inc	4,908	$2,520,746
3	AXP	American Express Co	3,399	$1,149,710
4	COF	Capital One Financial Corp	3,617	$725,639
5	BFH	Bread Financial Holdings, Inc.	2,326	$252,022

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,613,764	10,533	-0.3%	Shares	Sole	2026-08-05
2026-03-31	$3,192,255	10,562	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$3,685,608	10,509	+7.6%	Shares	Sole	2026-02-04
2025-09-30	$3,333,231	9,764	-6.4%	Shares	Sole	2025-11-12
2025-06-30	$3,702,813	10,429	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$3,651,090	10,418	-5.2%	Shares	Sole	2025-05-06
2024-12-31	$3,473,909	10,992	-6.3%	Shares	Sole	2025-02-05
2024-09-30	$3,225,434	11,731	-5.9%	Shares	Sole	2024-11-04
2024-06-30	$3,270,373	12,460	-2.9%	Shares	Sole	2024-08-05
2024-03-31	$3,581,988	12,835	+17.6%	Shares	Sole	2024-05-09
2023-12-31	$2,841,977	10,916	-13.3%	Shares	Sole	2024-02-08
2023-09-30	$2,895,131	12,587	+3.4%	Shares	Sole	2023-11-03
2023-06-30	$2,890,365	12,171	+9.0%	Shares	Sole	2023-08-08
2023-03-31	$2,518,157	11,169	+6.5%	Shares	Sole	2023-04-25
2022-12-31	$2,179,815	10,492	+16.4%	Shares	Sole	2023-02-01
2022-09-30	$1,601,688	9,016	-14.5%	Shares	Sole	2022-11-04
2022-06-30	$2,076,596	10,547	-0.6%	Shares	Sole	2022-08-02
2022-03-31	$2,352,975	10,610	-23.5%	Shares	Sole	2022-05-11
2021-12-31	$3,004,464	13,864	+8.7%	Shares	Sole	2022-02-04
2021-09-30	$2,839,838	12,749	-2.3%	Shares	Sole	2021-11-15
2021-06-30	$3,050,881	13,048	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$2,759,685	13,034	+15.0%	Shares	Other	2021-05-13
2020-12-31	$2,478,648	11,332	+61.6%	Shares	Sole	2021-02-10
2020-09-30	$1,402,589	7,014	+199.4%	Shares	Sole	2020-11-12
2020-06-30	$452,597	2,343	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.