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Synergy Financial Group, LTD

Position in V — Visa Inc.

CIK 1905669 SAN RAMON, CA

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$310,153
+$32,999 QoQ
Shares Held
904
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,899
of 4,491 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Synergy Financial Group, LTD holds $2,863,169 across 5 Credit Services names. V ranks #2 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
904 $310,153

All Filings in V

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $310,153 904
2026-03-31 $277,154 917
2025-12-31 $294,947 841
2025-09-30 $277,541 813
2025-06-30 $276,583 779
2025-03-31 $272,657 778
2024-12-31 $233,237 738