Allegheny Financial Group

Position in V — Visa Inc.

CIK 1844148 Pittsburgh, PA

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$942,125

+$133,331 QoQ

Shares Held

2,746

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#3,005

of 4,501 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allegheny Financial Group holds $2,783,154 across 4 Credit Services names. V ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,956	$1,338,117
2	V	Visa Inc. This page	2,746	$942,125
3	MA	Mastercard Inc	546	$280,425
4	COF	Capital One Financial Corp	1,109	$222,487

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,125	2,746	+2.6%	Shares	Sole	2026-07-22
2026-03-31	$808,794	2,676	+0.7%	Shares	Sole	2026-04-16
2025-12-31	$931,836	2,657	-2.5%	Shares	Sole	2026-02-02
2025-09-30	$930,601	2,726	+2.3%	Shares	Sole	2025-11-06
2025-06-30	$945,853	2,664	+2.2%	Shares	Sole	2025-08-13
2025-03-31	$913,649	2,607	-3.3%	Shares	Sole	2025-05-13
2024-12-31	$851,727	2,695	-14.8%	Shares	Sole	2025-02-14
2024-09-30	$869,666	3,163	+2.2%	Shares	Sole	2024-11-14
2024-06-30	$812,082	3,094	+12.5%	Shares	Sole	2024-08-01
2024-03-31	$767,749	2,751	-5.4%	Shares	Sole	2024-05-07
2023-12-31	$757,358	2,909	+0.4%	Shares	Sole	2024-02-08
2023-09-30	$666,108	2,896	+25.6%	Shares	Sole	2023-11-14
2023-06-30	$547,391	2,305	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$520,136	2,307	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.