CATALYST FINANCIAL PARTNERS LLC

Position in V — Visa Inc.

CIK 1927537 BOSTON, MA

Position in V

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

Position Value

$4,572,017

+$627,483 QoQ

Shares Held

13,326

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,742

of 4,500 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $9,631,541 across 5 Credit Services names. V ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	13,326	$4,572,017
2	MA	Mastercard Inc	5,424	$2,785,766
3	AXP	American Express Co	3,357	$1,135,505
4	COF	Capital One Financial Corp	4,215	$845,613
5	SYF	Synchrony Financial	3,848	$292,640

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,572,017	13,326	+2.1%	Shares	Sole	2026-07-30
2026-03-31	$3,944,534	13,051	+28.6%	Shares	Sole	2026-05-12
2025-12-31	$3,558,654	10,147	+7.6%	Shares	Sole	2026-02-04
2025-09-30	$3,217,847	9,426	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$3,297,704	9,288	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$3,194,092	9,114	+4.7%	Shares	Sole	2025-05-02
2024-12-31	$2,750,496	8,703	+2.6%	Shares	Sole	2025-01-30
2024-09-30	$2,333,225	8,486	+3.4%	Shares	Sole	2024-10-28
2024-06-30	$2,153,828	8,206	+2.8%	Shares	Sole	2024-07-25
2024-03-31	$2,227,337	7,981	+4.1%	Shares	Sole	2024-04-23
2023-12-31	$1,995,582	7,665	+5.4%	Shares	Sole	2024-02-07
2023-09-30	$1,672,172	7,270	+32.8%	Shares	Sole	2023-10-26
2023-06-30	$1,300,203	5,475	+19.0%	Shares	Sole	2023-08-02
2023-03-31	$1,036,890	4,599	+9.4%	Shares	Sole	2023-04-11
2022-12-31	$873,630	4,205	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.