Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,998,907
+$5,744,085 QoQ
Shares Held
26,229
+143.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,295
of 4,491 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $19,903,047 across 15 Credit Services names. V ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
26,229 | $8,998,907 | |
| 2 | MA |
Mastercard Inc
|
9,454 | $4,855,574 | |
| 3 | AXP |
American Express Co
|
6,721 | $2,273,378 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
86,190 | $1,545,386 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,605 | $1,278,343 | |
| 6 | COF |
Capital One Financial Corp
|
3,159 | $633,758 | |
| 7 | SYF |
Synchrony Financial
|
2,124 | $161,530 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
3,123 | $110,647 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,998,907 | 26,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,254,822 | 10,769 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,922,565 | 14,036 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,794,780 | 11,116 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,159,410 | 11,715 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,761,912 | 16,441 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,673,816 | 21,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,640,056 | 16,876 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,707,147 | 21,744 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,895,006 | 21,123 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,139,825 | 15,901 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,476,454 | 19,462 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,073,200 | 8,730 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,621,930 | 20,500 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,573,005 | 22,011 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,412,478 | 19,209 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,657,034 | 18,574 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,034,218 | 18,191 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,970,777 | 18,323 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||