Key Financial Inc

Position in V — Visa Inc.

CIK 1801720 WEST CHESTER, PA

Position in V

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$878,309

-$95,261 QoQ

Shares Held

2,906

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Key Financial Inc holds $2,338,985 across 9 Credit Services names. V ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,906	$878,309
2	MA	Mastercard Inc	1,592	$795,458
3	AXP	American Express Co	1,352	$408,952
4	COF	Capital One Financial Corp	994	$181,335
5	OMF	OneMain Holdings, Inc.	1,000	$53,490
6	SOFI	SoFi Technologies, Inc.	750	$11,910
7	PYPL	PayPal Holdings, Inc.	194	$8,774
8	ALLY	Ally Financial Inc.	18	$706

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$878,309	2,906	+4.7%	Shares	Sole	2026-04-24
2025-12-31	$973,570	2,776	+44.1%	Shares	Sole	2026-02-09
2025-09-30	$657,839	1,927	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$680,985	1,918	-1.9%	Shares	Sole	2025-08-05
2025-03-31	$685,149	1,955	-0.8%	Shares	Sole	2025-05-01
2024-12-31	$622,598	1,970	-1.5%	Shares	Sole	2025-01-31
2024-09-30	$549,625	1,999	+1.1%	Shares	Sole	2024-10-29
2024-06-30	$519,165	1,978	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$547,554	1,962	0.0%	Shares	Sole	2024-05-13
2023-12-31	$510,806	1,962	0.0%	Shares	Sole	2024-01-31
2023-09-30	$451,279	1,962	0.0%	Shares	Sole	2023-11-01
2023-06-30	$465,935	1,962	+9.5%	Shares	Sole	2023-07-28
2023-03-31	$404,024	1,792	0.0%	Shares	Sole	2023-05-02
2022-12-31	$372,305	1,792	0.0%	Shares	Sole	2023-01-26
2022-09-30	$318,348	1,792	0.0%	Shares	Sole	2022-10-28
2022-06-30	$352,826	1,792	-2.7%	Shares	Sole	2022-07-26
2022-03-31	$408,500	1,842	+22.2%	Shares	Sole	2022-04-27
2021-12-31	$326,581	1,507	-2.8%	Shares	Sole	2022-01-19
2021-09-30	$345,262	1,550	+1.0%	Shares	Sole	2021-11-01
2021-06-30	$358,913	1,535	+6.7%	Shares	Sole	2021-08-02
2021-03-31	$304,467	1,438	+7.5%	Shares	Sole	2021-04-30
2020-12-31	$292,660	1,338	+2.1%	Shares	Sole	2021-01-29
2020-09-30	$261,960	1,310	0.0%	Shares	Sole	2020-11-02
2020-06-30	$253,052	1,310	+3.4%	Shares	Sole	2020-08-07
2020-03-31	$204,139	1,267	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.