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Lebenthal Global Advisors, LLC

Position in V — Visa Inc.

CIK 1845766 Hauppauge, NY

Position in V

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,574,890
+$292,979 QoQ
Shares Held
7,505
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,145
of 4,501 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Dec 31, 2023
CallValue
$26,035
CallShares
100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $8,372,859 across 4 Credit Services names. V ranks #2 (30.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
7,505 $2,574,890

All Filings in V

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,574,890 7,505
2026-03-31 $2,281,911 7,550
2025-12-31 $2,185,975 6,233
2025-09-30 $1,986,831 5,820
2025-06-30 $1,933,956 5,447
2025-03-31 $1,794,705 5,121
2024-12-31 $1,746,436 5,526
2024-09-30 $1,468,232 5,340
2024-06-30 $1,356,444 5,168
2024-03-31 $1,427,773 5,116
2023-12-31 $1,374,387 5,279
2023-12-31 $26,035 100
2023-09-30 $1,018,714 4,429
2023-06-30 $1,067,710 4,496
2023-03-31 $1,197,868 5,313
2022-12-31 $1,172,596 5,644
2022-06-30 $452,650 2,299
2022-03-31 $831,637 3,750
2021-12-31 $709,941 3,276
2021-09-30 $222,972 1,001
2021-06-30 $234,053 1,001
2021-03-31 $236,714 1,118
2020-12-31 $222,667 1,018