Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$82,848,687
+$11,794,179 QoQ
Shares Held
241,478
+2.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#426
of 4,491 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. V ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
|
4,591 | $349,145 |
All Filings in V
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,848,687 | 241,478 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $71,054,508 | 235,093 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $76,383,235 | 217,796 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $60,851,326 | 178,251 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $63,067,886 | 177,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $59,346,896 | 169,340 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $53,953,084 | 170,716 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $44,710,994 | 162,615 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,551,572 | 139,260 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $39,814,110 | 142,662 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $33,035,551 | 126,889 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $27,596,139 | 119,978 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $26,087,415 | 109,851 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,894,590 | 88,240 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,889,174 | 86,105 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,853,316 | 83,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,006,570 | 86,376 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $15,042,880 | 67,831 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,790,540 | 54,407 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,378,292 | 51,081 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,161,163 | 47,734 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,230,370 | 48,318 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,864,706 | 13,097 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||