Jacobsen Capital Management

Position in V — Visa Inc.

CIK 1782491 SALT LAKE CITY, UT

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,776,863

+$252,365 QoQ

Shares Held

5,179

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#2,452

of 4,501 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Jacobsen Capital Management holds $3,450,189 across 4 Credit Services names. V ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	5,179	$1,776,863
2	MA	Mastercard Inc	2,179	$1,119,134
3	AXP	American Express Co	916	$309,837
4	COF	Capital One Financial Corp	1,218	$244,355

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,776,863	5,179	+2.7%	Shares	Sole	2026-07-29
2026-03-31	$1,524,498	5,044	-7.0%	Shares	Sole	2026-04-24
2025-12-31	$1,902,952	5,426	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$1,881,686	5,512	-0.5%	Shares	Sole	2025-10-27
2025-06-30	$1,965,911	5,537	+11.1%	Shares	Sole	2025-07-30
2025-03-31	$1,745,991	4,982	+3.1%	Shares	Sole	2025-04-25
2024-12-31	$1,527,737	4,834	-0.1%	Shares	Sole	2025-01-24
2024-09-30	$1,329,933	4,837	-2.9%	Shares	Sole	2024-10-25
2024-06-30	$1,307,625	4,982	+3.1%	Shares	Sole	2024-07-23
2024-03-31	$1,348,514	4,832	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$1,256,709	4,827	-11.7%	Shares	Sole	2024-01-24
2023-09-30	$1,257,924	5,469	-3.1%	Shares	Sole	2023-10-25
2023-06-30	$1,340,337	5,644	+1.2%	Shares	Sole	2023-08-02
2023-03-31	$1,257,615	5,578	-32.7%	Shares	Sole	2023-05-02
2022-12-31	$1,721,083	8,284	-9.4%	Shares	Sole	2023-02-13
2022-09-30	$1,624,786	9,146	-15.9%	Shares	Sole	2022-10-25
2022-06-30	$2,140,194	10,870	-8.0%	Shares	Sole	2022-08-02
2022-03-31	$2,620,656	11,817	+17.7%	Shares	Sole	2022-04-21
2021-12-31	$2,176,418	10,043	+1.6%	Shares	Sole	2022-02-01
2021-09-30	$2,201,883	9,885	+3.2%	Shares	Sole	2021-10-29
2021-06-30	$2,240,697	9,583	+2.0%	Shares	Sole	2021-07-28
2021-03-31	$1,989,203	9,395	+7.0%	Shares	Sole	2021-04-15
2020-12-31	$1,920,011	8,778	0.0%	Shares	Sole	2021-02-17
2020-09-30	$1,755,336	8,778	-2.4%	Shares	Sole	2020-10-22
2020-06-30	$1,737,950	8,997	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.