44 WEALTH MANAGEMENT LLC

Position in V — Visa Inc.

CIK 1831187 EUGENE, OR

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$989,814

+$147,472 QoQ

Shares Held

2,885

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,958

of 4,501 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $6,468,812 across 5 Credit Services names. V ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,441	$1,767,297
2	SYF	Synchrony Financial	21,700	$1,650,285
3	SLM	SLM Corp	43,057	$1,116,898
4	V	Visa Inc. This page	2,885	$989,814
5	COF	Capital One Financial Corp	4,708	$944,518

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$989,814	2,885	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$842,342	2,787	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$1,022,670	2,916	-37.8%	Shares	Sole	2026-02-09
2025-09-30	$1,601,072	4,690	-10.9%	Shares	Sole	2025-11-14
2025-06-30	$1,868,983	5,264	-10.5%	Shares	Sole	2025-08-15
2025-03-31	$2,060,354	5,879	+14.4%	Shares	Sole	2025-04-29
2024-12-31	$1,624,445	5,140	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$1,406,644	5,116	+68.8%	Shares	Sole	2024-10-25
2023-06-30	$719,801	3,031	-0.4%	Shares	Sole	2023-07-18
2023-03-31	$686,300	3,044	-13.4%	Shares	Sole	2023-04-20
2022-12-31	$730,276	3,515	-2.3%	Shares	Sole	2023-01-20
2022-09-30	$639,362	3,599	+1.4%	Shares	Sole	2022-10-12
2022-06-30	$699,156	3,551	-26.8%	Shares	Sole	2022-07-22
2021-12-31	$1,050,826	4,849	-13.7%	Shares	Sole	2022-01-13
2021-09-30	$1,251,409	5,618	-1.6%	Shares	Sole	2021-10-20
2021-06-30	$1,335,112	5,710	-1.3%	Shares	Sole	2021-07-19
2021-03-31	$1,224,434	5,783	+37.1%	Shares	Sole	2021-05-18
2020-12-31	$922,603	4,218	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.