SAGE RHINO CAPITAL LLC

Position in V — Visa Inc.

CIK 1771605 MENLO PARK, CA

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,192,580

+$164,058 QoQ

Shares Held

3,476

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,810

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $3,916,070 across 5 Credit Services names. V ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,749	$1,268,099
2	V	Visa Inc. This page	3,476	$1,192,580
3	PYPL	PayPal Holdings, Inc.	15,745	$679,869
4	MA	Mastercard Inc	987	$506,923
5	BFH	Bread Financial Holdings, Inc.	2,479	$268,599

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,192,580	3,476	+2.1%	Shares	Sole	2026-08-03
2026-03-31	$1,028,522	3,403	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$1,191,011	3,396	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$1,154,205	3,381	+0.1%	Shares	Sole	2025-10-31
2025-06-30	$1,199,003	3,377	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$1,182,452	3,374	-1.0%	Shares	Sole	2025-05-01
2024-12-31	$1,076,748	3,407	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$942,253	3,427	+0.4%	Shares	Sole	2024-11-01
2024-06-30	$895,810	3,413	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$944,127	3,383	-2.9%	Shares	Sole	2024-04-26
2023-12-31	$907,059	3,484	-0.3%	Shares	Sole	2024-02-05
2023-09-30	$804,114	3,496	+0.7%	Shares	Sole	2023-10-26
2023-06-30	$824,293	3,471	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$781,895	3,468	-0.5%	Shares	Sole	2023-04-21
2022-12-31	$724,043	3,485	+2.1%	Shares	Sole	2023-02-01
2022-09-30	$606,319	3,413	-4.3%	Shares	Sole	2022-10-24
2022-06-30	$702,109	3,566	+20.8%	Shares	Sole	2022-07-28
2022-03-31	$654,665	2,952	+8.5%	Shares	Sole	2022-04-27
2021-12-31	$589,667	2,721	+1.4%	Shares	Sole	2022-02-04
2021-09-30	$597,638	2,683	+3.4%	Shares	Sole	2021-10-18
2021-06-30	$606,762	2,595	+21.6%	Shares	Sole	2021-07-27
2021-03-31	$451,831	2,134	-15.5%	Shares	Sole	2021-05-04
2020-12-31	$552,511	2,526	+1.7%	Shares	Sole	2021-02-03
2020-09-30	$496,725	2,484	-4.1%	Shares	Sole	2020-11-05
2020-06-30	$500,117	2,589	+1.4%	Shares	Sole	2020-07-30
2020-03-31	$411,178	2,552	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.