Kestra Advisory Services, LLC

Position in V — Visa Inc.

CIK 1830819 AUSTIN, TX

Position in V

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$103,338,021

+$26,570,573 QoQ

Shares Held

301,198

+18.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#378

of 4,491 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. V ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	301,198	$103,338,021
2	MA	Mastercard Inc	84,523	$43,411,012
3	AXP	American Express Co	81,908	$27,705,381
4	COF	Capital One Financial Corp	49,919	$10,014,749
5	SOFI	SoFi Technologies, Inc.	219,568	$3,936,854
6	PYPL	PayPal Holdings, Inc.	71,450	$3,085,211
7	OPFI	OppFi Inc.	189,253	$1,879,282
8	UPST	Upstart Holdings, Inc.	36,838	$1,305,170

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,338,021	301,198	+18.6%	Shares	Sole	2026-07-28
2026-03-31	$76,767,448	253,995	+1.2%	Shares	Sole	2026-04-30
2025-12-31	$88,020,845	250,979	+10.3%	Shares	Sole	2026-02-13
2025-09-30	$77,693,308	227,586	+14.1%	Shares	Sole	2025-11-14
2025-06-30	$70,836,735	199,512	+1.7%	Shares	Sole	2025-08-15
2025-03-31	$68,733,266	196,123	-4.1%	Shares	Sole	2025-05-14
2024-12-31	$64,611,533	204,441	-17.0%	Shares	Sole	2025-02-10
2024-09-30	$67,692,140	246,198	-1.2%	Shares	Sole	2024-11-13
2024-06-30	$65,373,140	249,069	+35.2%	Shares	Sole	2024-08-14
2024-03-31	$51,404,861	184,194	+7.7%	Shares	Sole	2024-05-15
2023-12-31	$44,509,956	170,962	+6.4%	Shares	Sole	2024-02-14
2023-09-30	$36,973,647	160,748	+14.6%	Shares	Sole	2023-11-13
2023-06-30	$33,313,219	140,278	+2.0%	Shares	Sole	2023-08-11
2023-03-31	$31,016,306	137,569	-32.2%	Shares	Sole	2023-05-12
2022-12-31	$42,162,814	202,940	+17.5%	Shares	Sole	2023-01-31
2022-09-30	$30,681,398	172,707	-4.4%	Shares	Sole	2022-11-01
2022-06-30	$35,580,582	180,713	+26.1%	Shares	Sole	2022-08-12
2022-03-31	$31,786,072	143,329	-0.3%	Shares	Sole	2022-07-20
2021-12-31	$31,167,882	143,823	-23.3%	Shares	Sole	2022-07-25
2021-09-30	$41,792,355	187,620	+38.3%	Shares	Sole	2022-07-25
2021-06-30	$31,710,902	135,621	+4.1%	Shares	Sole	2022-07-26
2021-03-31	$27,592,230	130,318	-26.4%	Shares	Sole	2022-07-27
2020-12-31	$38,703,617	176,947	+85.7%	Shares	Sole	2022-07-28
2020-09-30	$19,058,340	95,306	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.