Position in V
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,620,607
+$2,490,800 QoQ
Shares Held
19,297
+41.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,483
of 4,521 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$274,472
PutShares
800
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, 2026Soltis Investment Advisors LLC holds $13,122,009 across 7 Credit Services names. V ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
19,297 | $6,620,607 | |
| 2 | MA |
Mastercard Inc
|
3,408 | $1,750,348 | |
| 3 | COF |
Capital One Financial Corp
|
7,632 | $1,531,131 | |
| 4 | AXP |
American Express Co
|
4,008 | $1,355,706 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
53,492 | $959,111 | |
| 6 | MFIN |
Medallion Financial Corp
|
45,767 | $467,281 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
7,181 | $437,825 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,472 | 800 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $6,620,607 | 19,297 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,129,807 | 13,664 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,066,105 | 20,148 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $6,518,992 | 19,096 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,655,412 | 18,745 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,171,600 | 17,610 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,056,906 | 19,165 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,244,114 | 22,710 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $661,686 | 2,521 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,873,351 | 13,879 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $3,196,056 | 12,276 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $421,608 | 1,833 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $408,465 | 1,720 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $376,518 | 1,670 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,610,919 | 12,567 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,298,621 | 7,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,951 | 1,173 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $205,137 | 925 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||