Key Client Fiduciary Advisors, LLC

Position in V — Visa Inc.

CIK 1912612 Fairfield, NJ

Position in V

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,009,370

+$99,930 QoQ

Shares Held

2,942

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#2,946

of 4,501 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $1,264,406 across 2 Credit Services names. V ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc. This page	2,942	$1,009,370
2	SOFI	SoFi Technologies, Inc.	14,224	$255,036

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,370	2,942	-2.2%	Shares	Sole	2026-07-09
2026-03-31	$909,440	3,009	+160.7%	Shares	Sole	2026-04-09
2025-12-31	$404,719	1,154	-18.7%	Shares	Sole	2026-01-28
2025-09-30	$484,418	1,419	-3.3%	Shares	Sole	2025-10-14
2025-06-30	$521,213	1,468	+27.5%	Shares	Sole	2025-07-09
2025-03-31	$403,379	1,151	-2.9%	Shares	Sole	2025-04-10
2024-12-31	$374,507	1,185	-14.6%	Shares	Sole	2025-01-17
2024-09-30	$381,355	1,387	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$367,720	1,401	+19.8%	Shares	Sole	2024-07-16
2024-03-31	$326,244	1,169	+5.9%	Shares	Sole	2024-04-15
2023-12-31	$287,426	1,104	-1.5%	Shares	Sole	2024-01-09
2023-09-30	$257,841	1,121	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$259,328	1,092	+5.1%	Shares	Sole	2023-07-13
2023-03-31	$234,252	1,039	-4.1%	Shares	Sole	2023-04-25
2022-12-31	$225,004	1,083	-8.7%	Shares	Sole	2023-01-17
2022-06-30	$233,511	1,186	+10.2%	Shares	Sole	2022-07-19
2022-03-31	$238,624	1,076	+0.9%	Shares	Sole	2022-04-18
2021-12-31	$231,012	1,066	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.