Position in V
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,036,346
-$510,742 QoQ
Shares Held
8,850
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#2,020
of 4,491 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $4,080,134 across 8 Credit Services names. V ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
8,850 | $3,036,346 | |
| 2 | KLAR |
Klarna Group plc
|
26,636 | $539,112 | |
| 3 | MA |
Mastercard Inc
|
767 | $393,931 | |
| 4 | AXP |
American Express Co
|
163 | $55,134 | |
| 5 | COF |
Capital One Financial Corp
|
189 | $37,917 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
140 | $8,535 | |
| 7 | SYF |
Synchrony Financial
|
100 | $7,605 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
36 | $1,554 |
All Filings in V
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,036,346 | 8,850 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,547,088 | 11,736 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,934,615 | 11,219 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,577,662 | 10,480 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,615,474 | 10,183 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,424,344 | 9,771 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $3,141,121 | 9,939 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,767,646 | 10,066 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,422,598 | 9,230 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,474,323 | 8,866 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $316,845 | 1,217 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $270,721 | 1,177 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $217,056 | 914 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $137,305 | 609 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $669,402 | 3,222 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,177,641 | 6,629 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,591,068 | 8,081 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,760,853 | 7,940 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,524,740 | 6,521 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,516,833 | 7,164 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $964,599 | 4,410 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||