Forum Financial Management, LP

Position in V — Visa Inc.

CIK 1911832 LOMBARD, IL

Position in V

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,216,940

+$176,630 QoQ

Shares Held

3,547

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,793

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

Forum Financial Management, LP holds $4,306,427 across 5 Credit Services names. V ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	6,395	$1,282,964
2	V	Visa Inc. This page	3,547	$1,216,940
3	AXP	American Express Co	2,770	$936,952
4	MA	Mastercard Inc	1,228	$630,700
5	PYPL	PayPal Holdings, Inc.	5,532	$238,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,940	3,547	+3.1%	Shares	Sole	2026-07-23
2026-03-31	$1,040,310	3,442	-70.6%	Shares	Sole	2026-04-23
2025-12-31	$4,110,671	11,721	-2.3%	Shares	Sole	2026-01-27
2025-09-30	$4,096,218	11,999	+4.5%	Shares	Sole	2025-10-24
2025-06-30	$4,078,459	11,487	+22.3%	Shares	Sole	2025-07-30
2025-03-31	$3,291,169	9,391	-6.5%	Shares	Sole	2025-05-02
2024-12-31	$3,175,253	10,047	+13.7%	Shares	Sole	2025-02-20
2024-09-30	$2,430,283	8,839	+2.4%	Shares	Sole	2024-10-29
2024-06-30	$2,266,428	8,635	-30.4%	Shares	Sole	2024-07-30
2024-03-31	$3,462,266	12,406	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$3,246,043	12,468	+3.2%	Shares	Sole	2024-02-07
2023-09-30	$2,777,600	12,076	+1.8%	Shares	Sole	2023-11-06
2023-06-30	$2,818,412	11,868	-2.3%	Shares	Sole	2023-07-26
2023-03-31	$2,740,015	12,153	-6.5%	Shares	Sole	2023-04-19
2022-12-31	$2,701,295	13,002	+1.4%	Shares	Sole	2023-01-24
2022-09-30	$2,278,005	12,823	-1.8%	Shares	Sole	2022-11-07
2022-06-30	$2,570,202	13,054	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$2,953,311	13,317	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$2,944,655	13,588	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.