BELLEVUE ASSET MANAGEMENT, LLC

Position in V — Visa Inc.

CIK 1801619 BELLEVUE, WA

Position in V

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

Position Value

$605,896

+$72,141 QoQ

Shares Held

1,766

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#3,374

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

BELLEVUE ASSET MANAGEMENT, LLC holds $731,878 across 4 Credit Services names. V ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,766	$605,896
2	MA	Mastercard Inc	238	$122,236
3	WU	Western Union CO	299	$2,302
4	ENVA	Enova International, Inc.	6	$1,444

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,896	1,766	0.0%	Shares	Sole	2026-08-04
2026-03-31	$533,755	1,766	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$619,003	1,765	0.0%	Shares	Sole	2026-01-23
2025-09-30	$602,535	1,765	0.0%	Shares	Sole	2025-11-04
2025-06-30	$626,663	1,765	0.0%	Shares	Sole	2025-07-23
2025-03-31	$618,561	1,765	-24.1%	Shares	Sole	2025-04-28
2024-12-31	$734,793	2,325	+0.9%	Shares	Sole	2025-02-06
2024-09-30	$633,484	2,304	+0.0%	Shares	Sole	2024-10-25
2024-06-30	$604,468	2,303	-0.0%	Shares	Sole	2024-07-31
2024-03-31	$643,000	2,304	+0.0%	Shares	Sole	2024-04-26
2023-12-31	$599,586	2,303	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$537,993	2,339	0.0%	Shares	Sole	2023-10-25
2023-06-30	$555,465	2,339	-2.4%	Shares	Sole	2023-07-31
2023-03-31	$540,202	2,396	0.0%	Shares	Sole	2023-05-09
2022-12-31	$497,792	2,396	-1.8%	Shares	Sole	2023-01-23
2022-09-30	$433,466	2,440	+0.6%	Shares	Sole	2022-11-07
2022-06-30	$477,458	2,425	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$557,751	2,515	-19.3%	Shares	Sole	2022-05-11
2021-12-31	$675,051	3,115	0.0%	Shares	Sole	2022-02-03
2021-09-30	$693,866	3,115	+1.6%	Shares	Sole	2021-11-05
2021-06-30	$716,658	3,065	-13.4%	Shares	Sole	2021-08-09
2021-03-31	$749,524	3,540	0.0%	Shares	Sole	2021-05-12
2020-12-31	$774,304	3,540	0.0%	Shares	Sole	2021-02-11
2020-09-30	$707,893	3,540	0.0%	Shares	Sole	2020-11-12
2020-06-30	$683,821	3,540	+1.4%	Shares	Sole	2020-07-31
2020-03-31	$562,308	3,490	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.