Fermata Advisors, LLC

Position in V — Visa Inc.

CIK 1859259 SONOMA, CA

Position in V

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$705,393

+$85,499 QoQ

Shares Held

2,056

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#3,241

of 4,501 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fermata Advisors, LLC holds $1,237,293 across 3 Credit Services names. V ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,056	$705,393
2	SOFI	SoFi Technologies, Inc.	15,429	$276,641
3	MA	Mastercard Inc	497	$255,259

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,393	2,056	+0.2%	Shares	Sole	2026-07-07
2026-03-31	$619,894	2,051	+9.2%	Shares	Sole	2026-04-08
2025-12-31	$658,984	1,879	+3.5%	Shares	Sole	2026-01-08
2025-09-30	$619,604	1,815	-11.8%	Shares	Sole	2025-10-09
2025-06-30	$730,692	2,058	-55.7%	Shares	Sole	2025-07-09
2025-03-31	$1,626,484	4,641	-0.2%	Shares	Sole	2025-04-10
2024-12-31	$1,468,953	4,648	+36.7%	Shares	Sole	2025-01-15
2024-09-30	$935,104	3,401	+4.8%	Shares	Sole	2024-10-09
2024-06-30	$851,977	3,246	+0.4%	Shares	Sole	2024-07-12
2024-03-31	$902,544	3,234	-10.9%	Shares	Sole	2024-04-12
2023-12-31	$945,070	3,630	-9.9%	Shares	Sole	2024-01-19
2023-09-30	$926,940	4,030	+42.5%	Shares	Sole	2023-11-07
2023-06-30	$671,593	2,828	+4.3%	Shares	Sole	2023-07-24
2023-03-31	$611,447	2,712	-35.6%	Shares	Sole	2023-04-13
2022-12-31	$874,669	4,210	-0.5%	Shares	Sole	2023-02-13
2022-09-30	$751,814	4,232	-22.1%	Shares	Sole	2022-11-14
2022-06-30	$1,069,309	5,431	+12.5%	Shares	Sole	2022-08-09
2022-03-31	$1,070,262	4,826	-2.6%	Shares	Sole	2022-04-22
2021-12-31	$1,073,798	4,955	-14.1%	Shares	Sole	2022-02-02
2021-09-30	$1,284,822	5,768	-3.5%	Shares	Sole	2021-10-29
2021-06-30	$1,397,542	5,977	+8.0%	Shares	Sole	2021-08-10
2021-03-31	$1,171,713	5,534	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.