Skip to main content

FIDUCIARY FINANCIAL GROUP, LLC

Position in V — Visa Inc.

CIK 1925420 SAN RAFAEL, CA

Position in V

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,500,332
+$272,634 QoQ
Shares Held
4,373
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,600
of 4,501 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $2,073,015 across 3 Credit Services names. V ranks #1 (72.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
4,373 $1,500,332

All Filings in V

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,500,332 4,373
2026-03-31 $1,227,698 4,062
2025-12-31 $1,514,015 4,317
2025-09-30 $1,484,320 4,348
2025-06-30 $1,552,633 4,373
2025-03-31 $1,588,284 4,532
2024-12-31 $1,646,568 5,210
2024-09-30 $1,404,169 5,107
2024-06-30 $1,341,746 5,112