Position in V
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,245,246
+$2,772,172 QoQ
Shares Held
26,947
+25.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,282
of 4,498 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. V ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,557 | $453,173 |
All Filings in V
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,245,246 | 26,947 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,473,074 | 21,417 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,681,349 | 27,605 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,194,485 | 24,004 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $6,106,149 | 17,198 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,747,544 | 16,400 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,056,956 | 16,001 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,223,232 | 15,360 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,669,068 | 13,979 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,923,027 | 14,057 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,041,669 | 11,683 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,304,344 | 27,409 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,477,029 | 27,274 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,094,183 | 27,030 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,569,837 | 26,809 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,524,390 | 25,468 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,185,675 | 11,101 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,124,000 | 2,245,199 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,237,964 | 10,327 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,041,281 | 9,164 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,125,657 | 9,091 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,147,577 | 10,143 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,100,682 | 9,604 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||