Position in V
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,828,884
-$1,300,470 QoQ
Shares Held
15,977
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $16,344,059 across 7 Credit Services names. V ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
18,388 | $5,561,998 | |
| 2 | V |
Visa Inc.
This page
|
15,977 | $4,828,884 | |
| 3 | MA |
Mastercard Inc
|
8,696 | $4,345,040 | |
| 4 | COF |
Capital One Financial Corp
|
5,032 | $917,984 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,990 | $361,384 | |
| 6 | SYF |
Synchrony Financial
|
3,045 | $207,118 | |
| 7 | WU |
Western Union CO
|
13,935 | $121,651 |
All Filings in V
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,828,884 | 15,977 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,129,354 | 17,477 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,833,839 | 17,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,235,738 | 17,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,359,369 | 12,439 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,058,632 | 9,678 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,286,756 | 8,317 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,505,525 | 5,736 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,178,553 | 4,223 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $781,570 | 3,002 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $596,645 | 2,594 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $629,558 | 2,651 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $925,513 | 4,105 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $894,819 | 4,307 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $530,816 | 2,988 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $590,129 | 2,661 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $520,320 | 2,401 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||