Fiduciary Alliance LLC

Position in V — Visa Inc.

CIK 1954805 GREENVILLE, SC

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,469,904

+$42,011 QoQ

Shares Held

7,199

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,184

of 4,498 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Alliance LLC holds $25,646,822 across 6 Credit Services names. V ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	181,832	$7,851,505
2	MA	Mastercard Inc	11,595	$5,955,192
3	AXP	American Express Co	10,676	$3,611,157
4	SOFI	SoFi Technologies, Inc.	190,990	$3,424,450
5	V	Visa Inc. This page	7,199	$2,469,904
6	COF	Capital One Financial Corp	11,637	$2,334,614

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,469,904	7,199	-10.4%	Shares	Sole	2026-07-20
2026-03-31	$2,427,893	8,033	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$2,824,618	8,054	-10.4%	Shares	Sole	2026-01-22
2025-09-30	$3,069,006	8,990	-3.1%	Shares	Sole	2025-10-08
2025-06-30	$3,293,088	9,275	+1.7%	Shares	Sole	2025-07-09
2025-03-31	$3,195,844	9,119	-29.1%	Shares	Sole	2025-04-09
2024-12-31	$4,065,222	12,863	+180.7%	Shares	Sole	2025-01-13
2024-09-30	$1,259,820	4,582	+15.3%	Shares	Sole	2024-10-11
2024-06-30	$1,043,318	3,975	+54.4%	Shares	Sole	2024-07-10
2024-03-31	$718,351	2,574	-4.1%	Shares	Sole	2024-04-17
2023-12-31	$698,519	2,683	-7.9%	Shares	Sole	2024-01-17
2023-09-30	$670,249	2,914	+0.1%	Shares	Sole	2023-10-18
2023-06-30	$691,304	2,911	+59.1%	Shares	Sole	2023-07-18
2023-03-31	$412,591	1,830	+6.4%	Shares	Sole	2023-04-18
2022-12-31	$357,347	1,720	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.