SageView Advisory Group, LLC

Position in V — Visa Inc.

CIK 1914558 NEWPORT BEACH, CA

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,070,184

+$339,222 QoQ

Shares Held

14,778

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,670

of 4,501 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageView Advisory Group, LLC holds $11,170,234 across 6 Credit Services names. V ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,778	$5,070,184
2	MA	Mastercard Inc	4,807	$2,468,875
3	COF	Capital One Financial Corp	7,814	$1,567,644
4	AXP	American Express Co	4,488	$1,518,066
5	OMF	OneMain Holdings, Inc.	4,607	$280,888
6	SYF	Synchrony Financial	3,479	$264,577

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,070,184	14,778	-5.6%	Shares	Sole	2026-08-10
2026-03-31	$4,730,962	15,653	-14.9%	Shares	Sole	2026-08-10
2025-12-31	$6,454,116	18,403	-5.9%	Shares	Sole	2026-02-17
2025-09-30	$6,676,368	19,557	-2.5%	Shares	Sole	2025-11-13
2025-06-30	$7,120,882	20,056	-3.3%	Shares	Sole	2025-08-13
2025-03-31	$7,266,788	20,735	+0.8%	Shares	Sole	2025-05-19
2024-12-31	$6,502,206	20,574	+15.2%	Shares	Sole	2025-02-13
2024-09-30	$4,908,957	17,854	-22.8%	Shares	Sole	2024-11-14
2024-06-30	$6,070,931	23,130	-8.0%	Shares	Sole	2024-08-15
2023-12-31	$6,544,417	25,137	+40.4%	Shares	Sole	2024-03-06
2023-09-30	$4,117,408	17,901	+7.2%	Shares	Other	2023-11-03
2023-06-30	$3,964,015	16,692	-0.3%	Shares	Sole	2023-08-11
2023-03-31	$3,775,326	16,745	+93.4%	Shares	Other	2023-05-02
2022-12-31	$1,798,786	8,658	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.