Sovereign Financial Group, Inc.

Position in V — Visa Inc.

CIK 1846175 STAMFORD, CT

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,871,899

+$160,919 QoQ

Shares Held

5,456

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#2,412

of 4,501 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $5,680,356 across 4 Credit Services names. V ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,500	$2,824,800
2	V	Visa Inc. This page	5,456	$1,871,899
3	AXP	American Express Co	2,312	$782,034
4	COF	Capital One Financial Corp	1,005	$201,623

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,871,899	5,456	-3.6%	Shares	Sole	2026-07-24
2026-03-31	$1,710,980	5,661	-0.4%	Shares	Sole	2026-04-17
2025-12-31	$1,993,435	5,684	-2.5%	Shares	Sole	2026-01-07
2025-09-30	$1,990,586	5,831	+0.9%	Shares	Sole	2025-10-17
2025-06-30	$2,051,478	5,778	+0.3%	Shares	Sole	2025-07-25
2025-03-31	$2,019,700	5,763	-11.8%	Shares	Sole	2025-04-11
2024-12-31	$2,065,953	6,537	-0.3%	Shares	Sole	2025-01-14
2024-09-30	$1,803,122	6,558	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$1,727,577	6,582	-0.2%	Shares	Sole	2024-07-15
2024-03-31	$1,840,811	6,596	+13.8%	Shares	Sole	2024-04-15
2023-12-31	$1,509,248	5,797	+3.4%	Shares	Sole	2024-02-06
2023-09-30	$1,289,896	5,608	-9.5%	Shares	Sole	2023-11-03
2023-06-30	$1,470,951	6,194	+4.7%	Shares	Sole	2023-07-31
2023-03-31	$1,334,046	5,917	-0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,229,523	5,918	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$978,318	5,507	+14.2%	Shares	Sole	2022-11-14
2022-06-30	$949,403	4,822	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,069,374	4,822	+20.5%	Shares	Sole	2022-05-16
2021-12-31	$867,490	4,003	+13.0%	Shares	Sole	2022-02-15
2021-09-30	$789,203	3,543	+7.7%	Shares	Sole	2021-11-12
2021-06-30	$769,033	3,289	0.0%	Shares	Sole	2021-08-12
2021-03-31	$696,379	3,289	+61.5%	Shares	Sole	2021-05-17
2020-12-31	$445,553	2,037	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.