Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,936,164
+$351,408 QoQ
Shares Held
8,558
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,042
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $7,699,247 across 6 Credit Services names. V ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
8,558 | $2,936,164 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
107,228 | $1,922,598 | |
| 3 | MA |
Mastercard Inc
|
2,634 | $1,352,822 | |
| 4 | AXP |
American Express Co
|
2,484 | $840,213 | |
| 5 | COF |
Capital One Financial Corp
|
1,709 | $342,859 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,054 | $304,591 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,164 | 8,558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,584,756 | 8,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,926,324 | 8,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,691,781 | 7,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,792,823 | 7,866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,665,598 | 7,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,994,844 | 6,312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,572,439 | 5,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,538,599 | 5,862 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,531,311 | 5,487 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,466,291 | 5,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,341,418 | 5,832 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,365,747 | 5,751 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,243,637 | 5,516 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $691,217 | 3,327 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $575,230 | 3,238 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,483,369 | 7,534 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,700,532 | 7,668 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,656,964 | 7,646 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,535,415 | 6,893 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,606,109 | 6,869 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,438,917 | 6,796 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,506,174 | 6,886 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,348,597 | 6,744 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $390,782 | 2,023 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $317,567 | 1,971 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||