Symphony Financial, Ltd. Co.

Position in V — Visa Inc.

CIK 1800687 HOUSTON, TX

Position in V

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,382,267

+$1,069,683 QoQ

Shares Held

21,517

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#1,423

of 4,515 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $14,263,592 across 4 Credit Services names. V ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	21,517	$7,382,267
2	MA	Mastercard Inc	8,378	$4,302,940
3	AXP	American Express Co	6,583	$2,226,699
4	COF	Capital One Financial Corp	1,753	$351,686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,382,267	21,517	+3.0%	Shares	Sole	2026-08-04
2026-03-31	$6,312,584	20,886	+29.1%	Shares	Sole	2026-05-01
2025-12-31	$5,673,786	16,178	-3.8%	Shares	Sole	2026-02-11
2025-09-30	$5,742,011	16,820	+32.5%	Shares	Sole	2025-10-31
2025-06-30	$4,507,004	12,694	+1233.4%	Shares	Sole	2025-08-15
2025-03-31	$333,637	952	-91.4%	Shares	Sole	2025-04-23
2024-12-31	$3,495,086	11,059	+0.7%	Shares	Sole	2025-01-24
2024-09-30	$3,020,875	10,987	+2.5%	Shares	Sole	2024-10-21
2024-06-30	$2,814,465	10,723	+4.8%	Shares	Sole	2024-07-18
2024-03-31	$2,854,430	10,228	+1.6%	Shares	Sole	2024-04-17
2023-12-31	$2,621,724	10,070	+84.7%	Shares	Sole	2024-01-18
2023-09-30	$1,254,244	5,453	+37.0%	Shares	Sole	2023-11-07
2023-06-30	$944,932	3,979	+11.1%	Shares	Sole	2023-07-12
2023-03-31	$807,146	3,580	-5.5%	Shares	Sole	2023-05-03
2022-12-31	$787,410	3,790	+2.2%	Shares	Sole	2023-01-26
2022-09-30	$658,903	3,709	-0.9%	Shares	Sole	2022-10-28
2022-06-30	$736,762	3,742	-26.3%	Shares	Sole	2022-07-18
2022-03-31	$1,126,591	5,080	+44.6%	Shares	Sole	2022-05-13
2021-12-31	$761,518	3,514	+58.1%	Shares	Sole	2022-01-19
2021-09-30	$495,173	2,223	-43.1%	Shares	Sole	2021-10-12
2021-06-30	$913,534	3,907	-63.9%	Shares	Sole	2021-07-13
2021-03-31	$2,289,648	10,814	-52.4%	Shares	Sole	2021-04-15
2020-12-31	$4,967,139	22,709	+4.5%	Shares	Sole	2021-01-13
2020-09-30	$4,345,948	21,733	+7.3%	Shares	Sole	2020-10-09
2020-06-30	$3,912,658	20,255	+44.8%	Shares	Sole	2020-07-08
2020-03-31	$2,254,229	13,991	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.