Buttonwood Financial Advisors Inc.

Position in V — Visa Inc.

CIK 1904033 BALTIMORE, MD

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,975,148

+$591,460 QoQ

Shares Held

14,501

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#1,685

of 4,498 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buttonwood Financial Advisors Inc. holds $9,516,564 across 5 Credit Services names. V ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,501	$4,975,148
2	AXP	American Express Co	8,084	$2,734,413
3	MA	Mastercard Inc	2,480	$1,273,728
4	COF	Capital One Financial Corp	1,441	$289,093
5	PYPL	PayPal Holdings, Inc.	5,655	$244,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,975,148	14,501	-0.0%	Shares	Sole	2026-07-13
2026-03-31	$4,383,688	14,504	-0.2%	Shares	Sole	2026-04-21
2025-12-31	$5,098,972	14,539	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$4,991,999	14,623	-1.0%	Shares	Sole	2025-10-21
2025-06-30	$5,245,153	14,773	-1.0%	Shares	Sole	2025-07-15
2025-03-31	$5,231,316	14,927	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$4,732,382	14,974	-3.4%	Shares	Sole	2025-01-22
2024-09-30	$4,262,549	15,503	-1.0%	Shares	Sole	2024-10-28
2024-06-30	$4,108,442	15,653	-2.5%	Shares	Sole	2024-08-08
2024-03-31	$4,478,675	16,048	-0.8%	Shares	Sole	2024-04-24
2023-12-31	$4,210,380	16,172	-2.5%	Shares	Sole	2024-01-22
2023-09-30	$3,815,865	16,590	+6.0%	Shares	Sole	2023-10-16
2023-06-30	$3,718,224	15,657	+21.2%	Shares	Sole	2023-07-10
2023-03-31	$2,913,168	12,921	+0.0%	Shares	Sole	2023-04-10
2022-12-31	$2,683,428	12,916	-3.1%	Shares	Sole	2023-01-13
2022-09-30	$2,368,962	13,335	+0.5%	Shares	Sole	2022-10-14
2022-06-30	$2,613,320	13,273	+21.8%	Shares	Sole	2022-07-07
2022-03-31	$2,416,627	10,897	+19.5%	Shares	Sole	2022-04-18
2021-12-31	$1,976,611	9,121	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.