Sound View Wealth Advisors Group, LLC

Position in V — Visa Inc.

CIK 1784777 SAVANNAH, GA

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,163,376

+$879,807 QoQ

Shares Held

20,879

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,433

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $12,473,435 across 4 Credit Services names. V ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	20,879	$7,163,376
2	AXP	American Express Co	12,061	$4,079,633
3	MA	Mastercard Inc	1,309	$672,302
4	COF	Capital One Financial Corp	2,782	$558,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,163,376	20,879	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$6,283,569	20,790	-3.8%	Shares	Sole	2026-05-06
2025-12-31	$7,575,336	21,600	+0.9%	Shares	Sole	2026-01-08
2025-09-30	$7,309,287	21,411	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$7,420,189	20,899	-1.3%	Shares	Sole	2025-08-07
2025-03-31	$7,422,392	21,179	+0.7%	Shares	Sole	2025-05-08
2024-12-31	$6,649,165	21,039	-10.3%	Shares	Sole	2025-02-07
2024-09-30	$6,451,426	23,464	+13.5%	Shares	Sole	2024-11-12
2024-06-30	$5,424,205	20,666	+3.5%	Shares	Sole	2024-08-05
2024-03-31	$5,574,902	19,976	-13.7%	Shares	Sole	2024-05-09
2023-12-31	$6,025,019	23,142	+1.3%	Shares	Sole	2024-02-08
2023-09-30	$5,252,738	22,837	+14.2%	Shares	Sole	2023-11-07
2023-06-30	$4,750,312	20,003	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$4,496,574	19,944	-13.8%	Shares	Sole	2023-05-12
2022-12-31	$4,807,981	23,142	+165.5%	Shares	Sole	2024-02-13
2022-09-30	$1,548,219	8,715	-3.5%	Shares	Sole	2022-11-08
2022-06-30	$1,777,326	9,027	+13.2%	Shares	Sole	2022-08-05
2022-03-31	$1,768,172	7,973	+2.5%	Shares	Sole	2022-05-11
2021-12-31	$1,685,787	7,779	+2.2%	Shares	Sole	2022-01-20
2021-09-30	$1,696,018	7,614	+2.2%	Shares	Sole	2021-10-21
2021-06-30	$1,741,491	7,448	-18.5%	Shares	Sole	2021-07-21
2021-03-31	$1,933,941	9,134	+8.5%	Shares	Sole	2021-04-28
2020-12-31	$1,842,144	8,422	+6.3%	Shares	Sole	2021-02-02
2020-09-30	$1,584,762	7,925	+1.9%	Shares	Sole	2020-11-09
2020-06-30	$1,502,283	7,777	+13.5%	Shares	Sole	2020-08-07
2020-03-31	$1,104,477	6,855	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.