REGATTA CAPITAL GROUP, LLC

Position in V — Visa Inc.

CIK 1911488 EL SEGUNDO, CA

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,133,548

+$469,493 QoQ

Shares Held

12,048

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,803

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $8,548,318 across 4 Credit Services names. V ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,048	$4,133,548
2	COF	Capital One Financial Corp	11,900	$2,387,378
3	MA	Mastercard Inc	2,650	$1,361,040
4	AXP	American Express Co	1,970	$666,352

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,133,548	12,048	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$3,664,055	12,123	+1.8%	Shares	Sole	2026-04-15
2025-12-31	$4,174,851	11,904	-1.5%	Shares	Sole	2026-01-13
2025-09-30	$4,125,918	12,086	-3.0%	Shares	Sole	2025-10-17
2025-06-30	$4,423,567	12,459	+0.0%	Shares	Sole	2025-07-15
2025-03-31	$4,365,329	12,456	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$3,929,325	12,433	-2.0%	Shares	Sole	2025-01-21
2024-09-30	$3,487,465	12,684	+1.6%	Shares	Sole	2024-10-15
2024-06-30	$3,276,937	12,485	+0.6%	Shares	Sole	2024-08-02
2024-03-31	$3,461,987	12,405	+1.3%	Shares	Sole	2024-04-23
2023-12-31	$3,189,027	12,249	+0.5%	Shares	Sole	2024-01-22
2023-09-30	$2,802,211	12,183	-2.6%	Shares	Sole	2023-10-30
2023-06-30	$2,971,349	12,512	-1.9%	Shares	Sole	2023-07-13
2023-03-31	$2,875,291	12,753	0.0%	Shares	Sole	2023-05-01
2022-12-31	$2,649,563	12,753	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$2,282,980	12,851	+47.5%	Shares	Sole	2022-11-14
2022-06-30	$1,715,502	8,713	-32.4%	Shares	Sole	2022-08-09
2022-03-31	$2,858,615	12,890	-2.8%	Shares	Sole	2022-05-16
2021-12-31	$2,874,874	13,266	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.