Keudell/Morrison Wealth Management

Position in V — Visa Inc.

CIK 1785498 Salem, OR

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,855,645

+$467,535 QoQ

Shares Held

11,238

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#1,853

of 4,501 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $5,387,023 across 4 Credit Services names. V ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	11,238	$3,855,645
2	AXP	American Express Co	1,787	$604,452
3	MA	Mastercard Inc	1,154	$592,694
4	COF	Capital One Financial Corp	1,666	$334,232

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,855,645	11,238	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$3,388,110	11,210	-1.7%	Shares	Sole	2026-04-20
2025-12-31	$3,998,094	11,400	-1.5%	Shares	Sole	2026-02-06
2025-06-30	$4,110,768	11,578	-3.1%	Shares	Sole	2025-07-22
2025-03-31	$4,186,595	11,946	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$3,789,635	11,991	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$3,302,974	12,013	+2.1%	Shares	Sole	2024-10-31
2024-06-30	$3,089,271	11,770	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$3,297,888	11,817	+1.4%	Shares	Sole	2024-05-07
2023-12-31	$3,034,379	11,655	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$2,688,356	11,688	-0.7%	Shares	Sole	2023-10-18
2023-06-30	$2,796,089	11,774	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$2,651,635	11,761	+0.4%	Shares	Sole	2023-04-18
2022-12-31	$2,434,531	11,718	-1.8%	Shares	Sole	2023-01-20
2022-09-30	$2,120,430	11,936	-5.9%	Shares	Sole	2022-10-12
2022-06-30	$2,496,565	12,680	-2.1%	Shares	Sole	2022-07-18
2022-03-31	$2,872,365	12,952	+0.5%	Shares	Sole	2022-04-18
2021-12-31	$2,793,391	12,890	+4.5%	Shares	Sole	2022-02-08
2021-09-30	$2,746,507	12,330	+1.7%	Shares	Sole	2021-12-08
2021-06-30	$2,835,067	12,125	+1.1%	Shares	Sole	2021-07-13
2021-03-31	$2,539,913	11,996	+0.1%	Shares	Sole	2021-04-13
2020-12-31	$2,621,916	11,987	+5.4%	Shares	Sole	2021-02-12
2020-09-30	$2,275,258	11,378	-1.6%	Shares	Sole	2020-10-20
2020-06-30	$2,234,204	11,566	+11.5%	Shares	Sole	2020-07-14
2020-03-31	$1,670,814	10,370	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.