XML Financial, LLC

Position in V — Visa Inc.

CIK 1800465 BETHESDA, MD

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,295,272

+$410,806 QoQ

Shares Held

6,690

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,254

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

XML Financial, LLC holds $5,481,241 across 6 Credit Services names. V ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	6,690	$2,295,272
2	COF	Capital One Financial Corp	4,463	$895,367
3	MA	Mastercard Inc	1,629	$836,654
4	SEZL	Sezzle Inc.	3,443	$590,922
5	AXP	American Express Co	1,733	$586,187
6	ENVA	Enova International, Inc.	1,150	$276,839

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,295,272	6,690	+7.3%	Shares	Sole	2026-07-24
2026-03-31	$1,884,466	6,235	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$2,180,364	6,217	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$2,016,190	5,906	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$2,100,120	5,915	-2.8%	Shares	Sole	2025-07-17
2025-03-31	$2,132,198	6,084	-4.0%	Shares	Sole	2025-04-22
2024-12-31	$2,003,693	6,340	+5.1%	Shares	Sole	2025-01-17
2024-09-30	$1,659,048	6,034	-1.4%	Shares	Sole	2024-11-01
2024-06-30	$1,605,791	6,118	-10.8%	Shares	Sole	2024-07-22
2024-03-31	$1,914,767	6,861	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$1,851,869	7,113	-7.9%	Shares	Sole	2024-02-14
2023-09-30	$1,776,137	7,722	-2.4%	Shares	Sole	2023-11-06
2023-06-30	$1,879,179	7,913	+5.0%	Shares	Sole	2023-08-07
2023-03-31	$1,698,390	7,533	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$1,585,208	7,630	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$1,337,349	7,528	+52.7%	Shares	Sole	2022-11-04
2022-06-30	$970,667	4,930	-31.7%	Shares	Sole	2022-08-01
2022-03-31	$1,600,292	7,216	-0.2%	Shares	Sole	2022-05-02
2021-12-31	$1,566,596	7,229	-4.3%	Shares	Sole	2022-02-01
2021-09-30	$1,683,321	7,557	+54.8%	Shares	Sole	2021-11-01
2021-06-30	$1,141,509	4,882	-3.0%	Shares	Sole	2021-08-10
2021-03-31	$1,066,060	5,035	+53.8%	Shares	Sole	2021-05-14
2020-12-31	$715,903	3,273	-7.4%	Shares	Sole	2021-02-08
2020-09-30	$707,093	3,536	+6.7%	Shares	Sole	2020-11-13
2020-06-30	$640,165	3,314	-2.5%	Shares	Sole	2020-07-31
2020-03-31	$547,485	3,398	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.