Position in V
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,699,175
-$3,291,972 QoQ
Shares Held
19,526
-40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,472
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KMG FIDUCIARY PARTNERS, LLC holds $16,744,185 across 2 Credit Services names. V ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
29,697 | $10,045,010 | |
| 2 | V |
Visa Inc.
This page
|
19,526 | $6,699,175 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,699,175 | 19,526 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,991,147 | 33,057 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,889,896 | 31,051 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,446,910 | 30,602 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,371,365 | 29,211 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,763,815 | 27,860 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,646,736 | 14,703 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,830,878 | 13,933 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,647,283 | 13,896 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,803,023 | 13,627 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,542,582 | 13,607 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,009,450 | 13,084 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,021,695 | 12,724 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,780,372 | 12,332 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,708,151 | 13,035 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,566,687 | 14,448 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,904,915 | 14,754 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,223,648 | 14,536 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,217,710 | 14,848 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,984,850 | 13,400 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,084,085 | 13,190 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,721,365 | 12,853 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,820,960 | 12,897 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,259,661 | 11,300 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,163,504 | 11,200 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,815,983 | 11,271 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||