Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,267,355
+$1,678,991 QoQ
Shares Held
59,073
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#909
of 4,530 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $90,457,114 across 8 Credit Services names. V ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
|
446,750 | $33,975,337 | |
| 2 | V |
Visa Inc.
This page
|
59,073 | $20,267,355 | |
| 3 | MA |
Mastercard Inc
|
28,853 | $14,818,900 | |
| 4 | ENVA |
Enova International, Inc.
|
54,247 | $13,058,880 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
30,245 | $6,026,921 | |
| 6 | COF |
Capital One Financial Corp
|
7,784 | $1,561,626 | |
| 7 | AXP |
American Express Co
|
1,507 | $509,742 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,520 | $238,353 |
All Filings in V
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,267,355 | 59,073 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,588,364 | 61,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,639,416 | 16,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,553,326 | 13,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $479,317 | 1,350 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $464,359 | 1,325 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $420,333 | 1,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,799 | 1,014 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,099 | 850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $249,776 | 895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $233,013 | 895 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $205,858 | 895 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,544 | 895 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $211,932 | 940 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||