Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$67,633,674
+$8,899,375 QoQ
Shares Held
197,131
+1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#468
of 4,432 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. V ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLC |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,633,674 | 197,131 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $58,734,299 | 194,330 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $68,407,388 | 195,054 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $66,397,727 | 194,498 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $64,497,672 | 181,658 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $67,620,205 | 192,947 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $30,277,580 | 95,803 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $25,629,189 | 93,214 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $23,925,190 | 91,154 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $22,716,553 | 81,398 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,819,404 | 76,126 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $17,472,479 | 75,964 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,825,458 | 70,850 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $15,115,740 | 67,044 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $13,353,150 | 64,272 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $9,926,549 | 55,877 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,694,272 | 49,237 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $10,285,914 | 46,381 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,372,257 | 34,019 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||