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Fortis Group Advisors, LLC

Position in V — Visa Inc.

CIK 1815183 WESTWOOD, NJ

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,043,550
+$259,618 QoQ
Shares Held
8,871
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#2,018
of 4,501 holders
Holding Since
Sep 2020
15 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, 2026

Fortis Group Advisors, LLC holds $6,217,558 across 4 Credit Services names. V ranks #1 (49.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
8,871 $3,043,550

All Filings in V

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,043,550 8,871
2026-03-31 $2,783,932 9,211
2025-12-31 $3,242,664 9,246
2025-09-30 $3,236,281 9,480
2025-06-30 $4,743,822 13,361
2025-03-31 $4,844,407 13,823
2024-12-31 $4,476,073 14,163
2024-09-30 $3,802,283 13,829
2024-06-30 $5,257,273 20,030
2024-03-31 $8,741,901 31,324
2023-12-31 $6,544,675 25,138
2023-09-30 $5,673,654 24,667
2023-06-30 $5,897,103 24,832
2023-03-31 $5,460,641 24,220
2020-09-30 $9,151,426 45,764