Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,173,024
+$221,875 QoQ
Shares Held
3,419
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,824
of 4,491 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,314,613 across 8 Credit Services names. V ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
3,419 | $1,173,024 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
20,837 | $373,607 | |
| 3 | MA |
Mastercard Inc
|
565 | $290,184 | |
| 4 | COF |
Capital One Financial Corp
|
1,196 | $239,941 | |
| 5 | AXP |
American Express Co
|
595 | $201,258 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
762 | $32,903 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
23 | $2,492 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
34 | $1,204 |
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,024 | 3,419 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $951,149 | 3,147 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,097,020 | 3,128 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,067,495 | 3,127 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,110,241 | 3,127 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,483,847 | 4,234 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,021,441 | 3,232 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $896,062 | 3,259 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $855,127 | 3,258 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $912,591 | 3,270 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $840,409 | 3,228 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $747,532 | 3,250 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $808,856 | 3,406 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $826,987 | 3,668 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $799,460 | 3,848 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $674,714 | 3,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $755,270 | 3,836 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $825,871 | 3,724 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $830,216 | 3,831 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $853,355 | 3,831 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $867,472 | 3,710 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $788,482 | 3,724 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $885,419 | 4,048 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $832,075 | 4,161 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $814,018 | 4,214 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||