Charter Oak Capital Management, LLC

Position in V — Visa Inc.

CIK 1810720 PORTSMOUTH, NH

Position in V

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$788,846

-$152,459 QoQ

Shares Held

2,610

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Financial Services · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $1,667,919 across 3 Credit Services names. V ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,610	$788,846
2	MA	Mastercard Inc	1,223	$611,084
3	COF	Capital One Financial Corp	1,469	$267,989

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$788,846	2,610	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$941,305	2,684	-1.7%	Shares	Sole	2026-01-23
2025-09-30	$932,308	2,731	-4.1%	Shares	Sole	2025-10-30
2025-06-30	$1,010,827	2,847	+35.2%	Shares	Sole	2025-07-10
2025-03-31	$737,718	2,105	+11.2%	Shares	Sole	2025-04-14
2024-12-31	$598,263	1,893	+3.6%	Shares	Sole	2025-01-22
2024-09-30	$502,333	1,827	+50.6%	Shares	Sole	2024-10-30
2024-06-30	$318,376	1,213	-27.2%	Shares	Sole	2024-07-24
2024-03-31	$464,947	1,666	+36.1%	Shares	Sole	2024-04-23
2023-12-31	$318,668	1,224	+8.4%	Shares	Sole	2024-01-26
2023-09-30	$259,681	1,129	0.0%	Shares	Sole	2023-10-05
2023-06-30	$268,114	1,129	+27.3%	Shares	Sole	2023-07-20
2023-03-31	$199,983	887	-4.9%	Shares	Defined	2023-04-19
2022-06-30	$183,698	933	0.0%	Shares	Sole	2022-07-21
2022-03-31	$206,911	933	+11.3%	Shares	Sole	2022-05-05
2021-12-31	$181,602	838	+0.4%	Shares	Sole	2022-02-09
2021-09-30	$185,996	835	0.0%	Shares	Sole	2021-11-08
2021-06-30	$195,239	835	0.0%	Shares	Sole	2021-07-29
2021-03-31	$176,794	835	+2.3%	Shares	Sole	2021-05-17
2020-12-31	$178,483	816	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.