Zhang Financial LLC

Position in V — Visa Inc.

CIK 1776290 PORTAGE, MI

Position in V

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

Position Value

$3,058,304

+$630,713 QoQ

Shares Held

8,914

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,016

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Zhang Financial LLC holds $11,100,082 across 4 Credit Services names. V ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	18,691	$6,322,230
2	V	Visa Inc. This page	8,914	$3,058,304
3	MA	Mastercard Inc	2,059	$1,057,502
4	COF	Capital One Financial Corp	3,300	$662,046

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,058,304	8,914	+11.0%	Shares	Sole	2026-07-30
2026-03-31	$2,427,591	8,032	+30.5%	Shares	Sole	2026-05-06
2025-12-31	$2,157,918	6,153	-4.9%	Shares	Sole	2026-02-10
2025-09-30	$2,209,069	6,471	+3.4%	Shares	Sole	2025-11-10
2025-06-30	$2,222,968	6,261	+7.5%	Shares	Sole	2025-08-01
2025-03-31	$2,041,779	5,826	-7.2%	Shares	Sole	2025-04-15
2024-12-31	$1,984,415	6,279	+11.7%	Shares	Sole	2025-01-16
2024-09-30	$1,545,493	5,621	+2.0%	Shares	Sole	2024-10-15
2024-06-30	$1,446,472	5,511	+1.0%	Shares	Sole	2024-07-19
2024-03-31	$1,523,218	5,458	+9.4%	Shares	Sole	2024-04-24
2023-12-31	$1,298,365	4,987	+9.4%	Shares	Sole	2024-01-31
2023-09-30	$1,048,845	4,560	-3.5%	Shares	Sole	2023-10-11
2023-06-30	$1,122,093	4,725	+17.2%	Shares	Sole	2023-07-18
2023-03-31	$908,603	4,030	-2.1%	Shares	Sole	2023-05-11
2022-12-31	$855,555	4,118	+0.4%	Shares	Sole	2023-05-17
2022-09-30	$728,720	4,102	+2.5%	Shares	Sole	2022-10-18
2022-06-30	$787,953	4,002	-4.1%	Shares	Sole	2022-07-14
2022-03-31	$925,446	4,173	+3.3%	Shares	Sole	2022-04-21
2021-12-31	$875,074	4,038	+4.5%	Shares	Sole	2022-02-10
2021-09-30	$860,706	3,864	+15.0%	Shares	Sole	2021-10-20
2021-06-30	$785,869	3,361	+26.3%	Shares	Sole	2021-07-26
2021-03-31	$563,413	2,661	0.0%	Shares	Sole	2021-04-21
2020-12-31	$582,040	2,661	0.0%	Shares	Sole	2021-01-20
2020-09-30	$532,120	2,661	-9.9%	Shares	Sole	2020-10-13
2020-06-30	$570,624	2,954	+0.6%	Shares	Sole	2020-07-23
2020-03-31	$472,887	2,935	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.