Position in V
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,776,606
+$789,344 QoQ
Shares Held
16,837
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,550
of 4,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Mar 31, 2021CallValue
$42,346
CallShares
200
PutValue
$0
PutShares
0
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, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $18,882,277 across 6 Credit Services names. V ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
16,837 | $5,776,606 | |
| 2 | MA |
Mastercard Inc
|
9,422 | $4,839,139 | |
| 3 | SYF |
Synchrony Financial
|
47,424 | $3,606,595 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
61,345 | $2,648,877 | |
| 5 | AXP |
American Express Co
|
4,694 | $1,587,745 | |
| 6 | ATLC |
Atlanticus Holdings Corp
|
4,140 | $423,315 |
All Filings in V
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,776,606 | 16,837 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,987,262 | 16,501 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,807,056 | 16,558 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,634,818 | 16,506 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,736,897 | 16,158 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,666,587 | 16,169 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,904,773 | 6,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,398,670 | 5,087 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,294,239 | 4,931 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,474,433 | 19,616 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,034,127 | 19,336 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,395,261 | 19,109 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $4,605,212 | 19,392 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,548,880 | 20,176 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,100,559 | 19,737 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,504,856 | 19,729 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,473,730 | 17,643 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,211,412 | 18,990 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,916,816 | 18,074 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,383,720 | 19,680 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,792,140 | 20,495 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,776,839 | 17,838 | Shares | Sole | 2021-04-12 | |
| 2021-03-31 | $42,346 | 200 | Call | Sole | 2021-04-12 | |
| 2020-12-31 | $3,486,337 | 15,939 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,167,724 | 15,841 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,826,463 | 14,632 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,851,752 | 11,493 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||