Cornerstone Wealth Group, LLC

Position in V — Visa Inc.

CIK 1774879 HUNTERSVILLE, NC

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,977,979

-$518,704 QoQ

Shares Held

26,168

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,297

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $14,543,713 across 6 Credit Services names. V ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	26,168	$8,977,979
2	MA	Mastercard Inc	6,670	$3,425,712
3	AXP	American Express Co	3,389	$1,146,329
4	COF	Capital One Financial Corp	2,839	$569,560
5	PYPL	PayPal Holdings, Inc.	4,928	$212,791
6	SYF	Synchrony Financial	2,779	$211,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,977,979	26,168	-16.7%	Shares	Sole	2026-07-27
2026-03-31	$9,496,683	31,421	+8.2%	Shares	Sole	2026-04-22
2025-12-31	$10,187,774	29,049	+3.3%	Shares	Sole	2026-01-26
2025-09-30	$9,596,191	28,110	+2.2%	Shares	Sole	2025-10-30
2025-06-30	$9,766,005	27,506	+4.2%	Shares	Sole	2025-07-28
2025-03-31	$9,254,947	26,408	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$8,524,230	26,972	-31.4%	Shares	Sole	2025-01-22
2024-09-30	$10,817,907	39,345	+2.5%	Shares	Sole	2024-10-25
2024-06-30	$10,077,010	38,393	+5.7%	Shares	Sole	2024-07-24
2024-03-31	$10,136,464	36,321	+12.2%	Shares	Sole	2024-04-17
2023-12-31	$8,431,434	32,385	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$7,618,621	33,123	-2.5%	Shares	Sole	2023-10-18
2023-06-30	$8,068,857	33,977	+3.6%	Shares	Sole	2023-08-02
2023-03-31	$7,395,989	32,804	-2.3%	Shares	Sole	2023-04-25
2022-12-31	$6,978,035	33,587	-0.3%	Shares	Sole	2023-01-25
2022-09-30	$5,982,363	33,675	-1.1%	Shares	Sole	2022-10-19
2022-06-30	$6,701,741	34,038	+7.7%	Shares	Sole	2022-07-20
2022-03-31	$7,008,597	31,603	-2.2%	Shares	Sole	2022-04-25
2021-12-31	$7,004,500	32,322	+4.9%	Shares	Sole	2022-01-25
2021-09-30	$6,861,813	30,805	+5.8%	Shares	Sole	2021-10-29
2021-06-30	$6,806,500	29,110	+11.4%	Shares	Sole	2021-07-21
2021-03-31	$5,533,140	26,133	+35.7%	Shares	Sole	2021-04-26
2020-12-31	$4,212,521	19,259	+16.1%	Shares	Sole	2021-01-28
2020-09-30	$3,316,502	16,585	+10.7%	Shares	Sole	2020-10-27
2020-06-30	$2,893,686	14,980	-18.1%	Shares	Sole	2020-07-27
2020-03-31	$2,946,562	18,288	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.