Position in V
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,904,835
+$379,732 QoQ
Shares Held
5,552
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,400
of 4,501 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $8,748,385 across 8 Credit Services names. V ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,125 | $2,071,781 | |
| 2 | V |
Visa Inc.
This page
|
5,552 | $1,904,835 | |
| 3 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
61,051 | $1,094,644 | |
| 5 | MA |
Mastercard Inc
|
2,089 | $1,072,910 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 | |
| 7 | COF |
Capital One Financial Corp
|
1,624 | $325,806 | |
| 8 | ALLY |
Ally Financial Inc.
|
7,025 | $322,798 |
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,835 | 5,552 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,525,103 | 5,046 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,702,697 | 4,855 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,579,906 | 4,628 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,614,412 | 4,547 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,555,691 | 4,439 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $704,137 | 2,228 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $615,613 | 2,239 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $618,641 | 2,357 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $676,489 | 2,424 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $564,959 | 2,170 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $497,051 | 2,161 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $353,132 | 1,487 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $264,915 | 1,175 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $256,583 | 1,235 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||