Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$698,188
+$92,197 QoQ
Shares Held
2,035
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#3,244
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. V ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
This page
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
|
18 | $3,611 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,188 | 2,035 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $605,991 | 2,005 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $643,552 | 1,835 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $694,025 | 2,033 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $721,816 | 2,033 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $719,494 | 2,053 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $642,509 | 2,033 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $415,724 | 1,512 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $394,492 | 1,503 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $418,620 | 1,500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $379,329 | 1,457 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $335,124 | 1,457 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $343,396 | 1,446 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $326,015 | 1,446 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $296,058 | 1,425 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $228,457 | 1,286 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,734 | 1,243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $269,894 | 1,217 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $263,736 | 1,217 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $281,778 | 1,265 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $293,444 | 1,255 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $255,558 | 1,207 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $257,663 | 1,178 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $331,550 | 1,658 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $319,503 | 1,654 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,689 | 116 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||