Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,186,276
+$2,197,538 QoQ
Shares Held
9,287
-62.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,988
of 4,491 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,384,025 across 9 Credit Services names. V ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
9,287 | $3,186,276 | |
| 2 | AXP |
American Express Co
|
8,468 | $2,864,301 | |
| 3 | MA |
Mastercard Inc
|
296 | $152,025 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
6,069 | $108,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
827 | $35,709 | |
| 6 | COF |
Capital One Financial Corp
|
139 | $27,886 | |
| 7 | KLAR |
Klarna Group plc
|
250 | $5,060 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
41 | $3,343 |
All Filings in V
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,186,276 | 9,287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $988,738 | 24,592 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,005,131 | 24,196 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $970,413 | 24,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $986,448 | 24,109 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $973,161 | 23,940 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $902,294 | 2,855 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $733,566 | 2,668 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $737,015 | 2,808 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $775,842 | 2,780 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $721,950 | 2,773 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $667,029 | 2,900 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $685,367 | 2,886 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $654,059 | 2,901 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $602,088 | 2,898 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $506,835 | 2,853 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $532,193 | 2,703 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $658,656 | 2,970 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $684,153 | 3,157 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $582,936 | 2,617 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $612,842 | 2,621 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $410,121 | 1,937 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $397,213 | 1,816 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||