Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,696,794
+$577,980 QoQ
Shares Held
10,775
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,886
of 4,501 holders
Holding Since
Dec 2020
23 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, 2026Marshall Financial Group, LLC holds $7,526,139 across 6 Credit Services names. V ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
10,775 | $3,696,794 | |
| 2 | MA |
Mastercard Inc
|
3,683 | $1,891,588 | |
| 3 | AXP |
American Express Co
|
3,145 | $1,063,796 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
19,812 | $355,229 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
4,645 | $283,205 | |
| 6 | COF |
Capital One Financial Corp
|
1,174 | $235,527 |
All Filings in V
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,696,794 | 10,775 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,118,814 | 10,319 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,649,488 | 10,406 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,622,041 | 10,610 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,732,995 | 10,514 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,096,877 | 11,690 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,770,673 | 11,931 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,238,636 | 11,779 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,674,831 | 10,191 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,790,520 | 9,999 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,536,329 | 9,742 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,250,877 | 9,786 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,329,678 | 9,810 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,214,919 | 9,824 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,186,674 | 10,525 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,871,898 | 10,537 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,067,935 | 10,503 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,121,451 | 9,566 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,094,502 | 9,665 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,665,947 | 7,479 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,662,927 | 7,112 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,614,441 | 7,625 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,711,343 | 7,824 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||