Concord Wealth Partners

Position in V — Visa Inc.

CIK 1814214 ABINGDON, VA

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,987,735

+$347,255 QoQ

Shares Held

11,623

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#1,827

of 4,500 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $7,143,115 across 5 Credit Services names. V ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	11,623	$3,987,735
2	MA	Mastercard Inc	6,058	$3,111,388
3	COF	Capital One Financial Corp	152	$30,494
4	AXP	American Express Co	38	$12,853
5	SOFI	SoFi Technologies, Inc.	36	$645

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,987,735	11,623	-3.5%	Shares	Sole	2026-07-27
2026-03-31	$3,640,480	12,045	+22.9%	Shares	Sole	2026-05-01
2025-12-31	$3,437,308	9,801	+5.3%	Shares	Sole	2026-01-29
2025-09-30	$3,176,540	9,305	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$3,300,189	9,295	-2.5%	Shares	Sole	2025-07-25
2025-03-31	$3,342,337	9,537	+3.7%	Shares	Sole	2025-05-02
2024-12-31	$2,907,251	9,199	-5.0%	Shares	Sole	2025-01-24
2024-09-30	$2,662,890	9,685	+9.6%	Shares	Sole	2024-10-24
2024-06-30	$2,318,397	8,833	+4.0%	Shares	Sole	2024-07-31
2024-03-31	$2,371,063	8,496	+72.3%	Shares	Sole	2024-04-30
2023-06-30	$1,171,251	4,932	+49.9%	Shares	Sole	2023-08-08
2023-03-31	$741,763	3,290	-0.3%	Shares	Sole	2023-04-26
2022-12-31	$685,400	3,299	-24.3%	Shares	Sole	2023-01-30
2022-09-30	$774,021	4,357	-0.5%	Shares	Sole	2022-11-10
2022-06-30	$862,378	4,380	+4.3%	Shares	Sole	2022-08-04
2022-03-31	$931,212	4,199	-0.8%	Shares	Sole	2022-04-20
2021-12-31	$917,333	4,233	+64.6%	Shares	Sole	2022-01-21
2021-09-30	$572,913	2,572	-31.3%	Shares	Sole	2021-11-09
2021-06-30	$875,889	3,746	-3.1%	Shares	Sole	2021-07-29
2021-03-31	$818,124	3,864	+53.4%	Shares	Sole	2021-05-13
2020-12-31	$550,980	2,519	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.