Position in V
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,791,660
+$2,191,007 QoQ
Shares Held
34,369
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,145
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Sep 30, 2024CallValue
$274,950
CallShares
1,000
PutValue
$274,950
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. V ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
|
2,064 | $698,148 |
All Filings in V
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,791,660 | 34,369 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,600,653 | 31,765 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,125,474 | 26,020 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,957,030 | 29,167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,140,410 | 20,111 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,586,270 | 24,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,635,842 | 24,161 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,699,706 | 24,367 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $274,950 | 1,000 | Put | Sole | 2024-10-25 | |
| 2024-09-30 | $274,950 | 1,000 | Call | Sole | 2024-10-25 | |
| 2024-06-30 | $52,494 | 200 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $5,043,623 | 19,216 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $223,264 | 800 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $4,113,360 | 14,739 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,413,969 | 13,113 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,101,684 | 13,485 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,310,946 | 13,942 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $920,327 | 4,082 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $823,560 | 3,964 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $876,702 | 4,935 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $990,750 | 5,032 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,455,920 | 6,565 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,821,364 | 22,248 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,558,952 | 11,488 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,826,835 | 7,813 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,907,475 | 9,009 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,823,552 | 8,337 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,493,775 | 7,470 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $19,997 | 100 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $19,317 | 100 | Call | Sole | 2020-07-21 | |
| 2020-06-30 | $1,335,577 | 6,914 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,533,039 | 21,928 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||