Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,513,369
+$404,451 QoQ
Shares Held
4,411
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,590
of 4,501 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $5,504,523 across 7 Credit Services names. V ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
4,411 | $1,513,369 | |
| 2 | COF |
Capital One Financial Corp
|
7,096 | $1,423,599 | |
| 3 | AXP |
American Express Co
|
2,662 | $900,421 | |
| 4 | MA |
Mastercard Inc
|
1,168 | $599,884 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
7,680 | $468,249 | |
| 6 | SYF |
Synchrony Financial
|
4,053 | $308,230 | |
| 7 | ALLY |
Ally Financial Inc.
|
6,328 | $290,771 |
All Filings in V
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,369 | 4,411 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,108,918 | 3,669 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,179,788 | 3,364 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,350,157 | 3,955 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,185,156 | 3,338 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,030,001 | 2,939 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $933,898 | 2,955 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $814,126 | 2,961 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $777,173 | 2,961 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $827,472 | 2,965 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $758,659 | 2,914 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $751,212 | 3,266 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $773,947 | 3,259 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $741,087 | 3,287 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $689,763 | 3,320 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $529,574 | 2,981 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $615,675 | 3,127 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $683,495 | 3,082 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $667,466 | 3,080 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $689,188 | 3,094 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $723,205 | 3,093 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||