Tradition Wealth Management, LLC

Position in V — Visa Inc.

CIK 1843010 EDINA, MN

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,767,942

+$207,780 QoQ

Shares Held

5,153

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,457

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

Tradition Wealth Management, LLC holds $5,318,615 across 4 Credit Services names. V ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	104,443	$1,872,662
2	V	Visa Inc. This page	5,153	$1,767,942
3	AXP	American Express Co	3,116	$1,053,987
4	MA	Mastercard Inc	1,215	$624,024

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,767,942	5,153	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$1,560,162	5,162	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$1,766,526	5,037	-1.5%	Shares	Sole	2026-02-11
2025-09-30	$1,745,817	5,114	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$1,831,347	5,158	+3.7%	Shares	Sole	2025-08-12
2025-03-31	$1,742,837	4,973	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$1,521,416	4,814	-0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,323,884	4,815	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,287,152	4,904	+4.5%	Shares	Sole	2024-08-12
2024-03-31	$1,309,164	4,691	+11.5%	Shares	Sole	2024-05-13
2023-12-31	$1,095,813	4,209	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$972,712	4,229	+3.4%	Shares	Sole	2023-11-13
2023-06-30	$970,818	4,088	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$912,887	4,049	+21.6%	Shares	Sole	2023-05-12
2022-12-31	$692,048	3,331	-1.2%	Shares	Sole	2023-02-03
2022-09-30	$598,680	3,370	+6.1%	Shares	Sole	2022-11-14
2022-06-30	$625,125	3,175	+1.2%	Shares	Sole	2022-08-02
2022-03-31	$695,470	3,136	+1.2%	Shares	Sole	2022-05-11
2021-12-31	$671,367	3,098	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$717,923	3,223	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$731,856	3,130	-3.1%	Shares	Sole	2021-08-09
2021-03-31	$684,099	3,231	-3.7%	Shares	Sole	2021-05-14
2020-12-31	$733,620	3,354	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.