Position in V
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$102,927
-$4,972 QoQ
Shares Held
300
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,331
of 4,491 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Activest Wealth Management holds $498,238 across 13 Credit Services names. V ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
423 | $143,079 | |
| 2 | MA |
Mastercard Inc
|
266 | $136,617 | |
| 3 | V |
Visa Inc.
This page
|
300 | $102,927 | |
| 4 | COF |
Capital One Financial Corp
|
236 | $47,346 | |
| 5 | SYF |
Synchrony Financial
|
219 | $16,654 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 7 | ALLY |
Ally Financial Inc.
|
269 | $12,360 | |
| 8 | SLM |
SLM Corp
|
354 | $9,182 |
All Filings in V
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,927 | 300 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $107,899 | 357 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $170,094 | 485 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $196,293 | 575 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $212,674 | 599 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $240,766 | 687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $134,949 | 427 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $149,847 | 545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $108,137 | 412 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,095 | 287 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $74,460 | 286 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $65,782 | 286 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $109,478 | 461 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $64,256 | 285 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,040,983 | 14,637 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,578,056 | 14,512 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $62,020 | 315 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $69,857 | 315 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $117,023 | 540 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $337,911 | 1,517 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $155,490 | 665 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $375,609 | 1,774 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||