Keystone Financial Services

Position in V — Visa Inc.

CIK 1865158 LOVELAND, CO

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,143,861

+$206,616 QoQ

Shares Held

3,334

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#2,848

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Services holds $1,366,763 across 2 Credit Services names. V ranks #1 (83.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc. This page	3,334	$1,143,861
2	MA	Mastercard Inc	434	$222,902

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,143,861	3,334	+7.5%	Shares	Sole	2026-08-06
2026-03-31	$937,245	3,101	+8.3%	Shares	Sole	2026-05-06
2025-12-31	$1,004,432	2,864	-5.3%	Shares	Sole	2026-02-12
2025-09-30	$1,032,673	3,025	+5.3%	Shares	Sole	2025-11-13
2025-06-30	$1,020,412	2,874	-6.7%	Shares	Sole	2025-08-07
2025-03-31	$1,079,416	3,080	-0.7%	Shares	Sole	2025-04-23
2024-12-31	$980,354	3,102	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$850,144	3,092	+9.0%	Shares	Sole	2024-11-05
2024-06-30	$744,364	2,836	+13.4%	Shares	Sole	2024-07-23
2024-03-31	$697,978	2,501	-0.4%	Shares	Sole	2024-06-13
2023-12-31	$653,998	2,512	+1.8%	Shares	Sole	2024-01-29
2023-09-30	$567,434	2,467	+2.8%	Shares	Sole	2023-11-08
2023-06-30	$569,951	2,400	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$540,426	2,397	+0.4%	Shares	Sole	2023-04-28
2022-12-31	$496,129	2,388	+4.1%	Shares	Sole	2023-02-01
2022-09-30	$407,706	2,295	-2.9%	Shares	Sole	2022-10-28
2022-06-30	$465,446	2,364	+6.0%	Shares	Sole	2022-08-03
2022-03-31	$494,767	2,231	+1.8%	Shares	Sole	2022-05-10
2021-12-31	$475,026	2,192	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.