BAKER TILLY WEALTH MANAGEMENT, LLC

Position in V — Visa Inc.

CIK 1840565 MADISON, WI

Position in V

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,758,894

+$562,706 QoQ

Shares Held

10,956

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,875

of 4,498 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $6,938,814 across 5 Credit Services names. V ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	10,956	$3,758,894
2	COF	Capital One Financial Corp	5,853	$1,174,228
3	AXP	American Express Co	3,027	$1,023,882
4	MA	Mastercard Inc	1,202	$617,347
5	SOFI	SoFi Technologies, Inc.	20,327	$364,463

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,758,894	10,956	+3.6%	Shares	Sole	2026-07-17
2026-03-31	$3,196,188	10,575	-3.2%	Shares	Sole	2026-04-10
2025-12-31	$3,832,208	10,927	-3.5%	Shares	Sole	2026-01-08
2025-09-30	$3,863,738	11,318	-2.3%	Shares	Sole	2025-10-09
2025-06-30	$4,113,609	11,586	-7.1%	Shares	Sole	2025-07-10
2025-03-31	$4,368,483	12,465	+2.9%	Shares	Sole	2025-04-09
2024-12-31	$3,829,456	12,117	+5.2%	Shares	Sole	2025-01-10
2024-09-30	$3,166,324	11,516	+2.8%	Shares	Sole	2024-10-24
2024-06-30	$2,940,451	11,203	-56.6%	Shares	Sole	2024-07-18
2024-03-31	$7,205,287	25,818	+4.1%	Shares	Sole	2024-05-09
2023-12-31	$6,456,159	24,798	-12.9%	Shares	Sole	2024-01-10
2023-09-30	$6,552,294	28,487	-55.5%	Shares	Sole	2023-10-10
2023-06-30	$15,203,469	64,020	+2.8%	Shares	Sole	2023-07-20
2023-03-31	$14,033,983	62,246	+6.6%	Shares	Sole	2023-04-12
2022-12-31	$12,136,508	58,416	-1.2%	Shares	Sole	2023-01-26
2022-09-30	$10,499,292	59,101	-4.0%	Shares	Sole	2022-10-20
2022-06-30	$12,115,035	61,532	+3.1%	Shares	Sole	2022-07-28
2022-03-31	$13,235,455	59,681	+34.1%	Shares	Sole	2022-04-27
2021-12-31	$9,643,378	44,499	+13.4%	Shares	Sole	2022-02-08
2021-09-30	$8,740,932	39,241	+27.5%	Shares	Sole	2021-11-02
2021-06-30	$7,194,407	30,769	+11.7%	Shares	Sole	2021-07-30
2021-03-31	$5,832,949	27,549	+147.7%	Shares	Sole	2021-04-28
2020-12-31	$2,432,715	11,122	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.