Omega Financial Group, LLC

Position in V — Visa Inc.

CIK 1767982 Santa Barbara, CA

Position in V

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,559,344

+$179,317 QoQ

Shares Held

4,545

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.72%

of 13F equity value

Holder Rank

#2,557

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Omega Financial Group, LLC holds $10,416,025 across 3 Credit Services names. V ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc.	103,627	$8,450,781
2	V	Visa Inc. This page	4,545	$1,559,344
3	AXP	American Express Co	1,200	$405,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,559,344	4,545	-0.5%	Shares	Sole	2026-07-21
2026-03-31	$1,380,027	4,566	-11.2%	Shares	Sole	2026-05-12
2025-12-31	$1,804,052	5,144	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$1,743,427	5,107	+45.2%	Shares	Sole	2025-11-12
2025-06-30	$1,248,710	3,517	+9.9%	Shares	Sole	2025-08-08
2025-03-31	$1,121,472	3,200	+1.9%	Shares	Sole	2025-05-01
2024-12-31	$992,365	3,140	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$862,518	3,137	-1.4%	Shares	Sole	2024-10-07
2024-06-30	$834,917	3,181	-1.2%	Shares	Sole	2024-07-12
2024-03-31	$898,637	3,220	+4.7%	Shares	Sole	2024-04-18
2023-12-31	$800,576	3,075	+0.7%	Shares	Sole	2024-01-10
2023-09-30	$702,680	3,055	-8.8%	Shares	Sole	2023-10-11
2023-06-30	$795,083	3,348	-2.8%	Shares	Sole	2023-07-12
2023-03-31	$776,709	3,445	+0.1%	Shares	Sole	2023-04-07
2022-12-31	$714,902	3,441	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$608,806	3,427	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$674,151	3,424	+10.0%	Shares	Sole	2022-07-13
2022-03-31	$690,591	3,114	-2.8%	Shares	Sole	2022-04-25
2021-12-31	$694,555	3,205	-0.4%	Shares	Sole	2022-01-24
2021-09-30	$716,809	3,218	-0.2%	Shares	Sole	2021-10-13
2021-06-30	$753,601	3,223	-1.3%	Shares	Sole	2021-08-16
2021-03-31	$691,298	3,265	-3.5%	Shares	Sole	2021-04-19
2020-12-31	$739,744	3,382	-0.5%	Shares	Sole	2021-02-04
2020-09-30	$679,898	3,400	+0.1%	Shares	Sole	2020-10-14
2020-06-30	$656,391	3,398	+0.5%	Shares	Sole	2020-07-09
2020-03-31	$544,907	3,382	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.