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Quantum Financial Advisors, LLC

Position in V — Visa Inc.

CIK 1929139 SANTA MONICA, CA

Position in V

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$1,389,857
+$153,998 QoQ
Shares Held
4,051
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,675
of 4,501 holders
Holding Since
Jun 2022
17 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

Quantum Financial Advisors, LLC holds $3,741,185 across 4 Credit Services names. V ranks #1 (37.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
4,051 $1,389,857

All Filings in V

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,389,857 4,051
2026-03-31 $1,235,859 4,089
2025-12-31 $1,503,844 4,288
2025-09-30 $1,032,333 3,024
2025-06-30 $1,073,671 3,024
2025-03-31 $1,398,335 3,990
2024-12-31 $1,260,999 3,990
2024-09-30 $1,072,854 3,902
2024-06-30 $1,024,157 3,902
2024-03-31 $1,088,970 3,902
2023-12-31 $1,023,175 3,930
2023-09-30 $1,034,814 4,499
2023-06-30 $655,444 2,760
2023-03-31 $622,269 2,760
2022-12-31 $574,248 2,764
2022-09-30 $491,024 2,764
2022-06-30 $544,203 2,764