Canopy Partners, LLC

Position in V — Visa Inc.

CIK 1960860 CINCINNATI, OH

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,936,507

+$455,419 QoQ

Shares Held

8,559

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#2,044

of 4,501 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $7,773,933 across 4 Credit Services names. V ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,559	$2,936,507
2	MA	Mastercard Inc	4,885	$2,508,936
3	AXP	American Express Co	6,241	$2,111,018
4	COF	Capital One Financial Corp	1,084	$217,472

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,936,507	8,559	+4.3%	Shares	Sole	2026-07-22
2026-03-31	$2,481,088	8,209	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$2,871,262	8,187	+2.1%	Shares	Sole	2026-02-12
2025-09-30	$2,738,208	8,021	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$2,767,614	7,795	-11.5%	Shares	Sole	2025-07-23
2025-03-31	$3,087,552	8,810	-4.5%	Shares	Sole	2025-05-07
2024-12-31	$2,916,733	9,229	+65.8%	Shares	Sole	2025-02-13
2024-09-30	$1,530,371	5,566	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,455,921	5,547	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$1,545,545	5,538	+7.1%	Shares	Sole	2024-05-15
2023-12-31	$1,346,269	5,171	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.