Trifecta Capital Advisors, LLC

Position in V — Visa Inc.

CIK 1962615 NORTHBROOK, IL

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,514,571

+$1,184,837 QoQ

Shares Held

27,732

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#1,270

of 4,498 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $10,398,224 across 8 Credit Services names. V ranks #1 (91.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	27,732	$9,514,571
2	COF	Capital One Financial Corp	3,268	$655,626
3	AXP	American Express Co	576	$194,832
4	MA	Mastercard Inc	53	$27,220
5	KLAR	Klarna Group plc	183	$3,703
6	SYF	Synchrony Financial	15	$1,140
7	ALLY	Ally Financial Inc.	14	$643
8	AFRM	Affirm Holdings, Inc.	6	$489

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,514,571	27,732	+0.6%	Shares	Sole	2026-08-03
2026-03-31	$8,329,734	27,560	+1.4%	Shares	Sole	2026-05-01
2025-12-31	$9,531,596	27,178	+2.8%	Shares	Sole	2026-01-30
2025-09-30	$9,025,404	26,438	+2.9%	Shares	Sole	2025-11-03
2025-06-30	$9,121,589	25,691	+12.3%	Shares	Sole	2025-07-23
2025-03-31	$8,019,225	22,882	+1.4%	Shares	Sole	2025-04-21
2024-12-31	$7,128,598	22,556	+2.2%	Shares	Sole	2025-02-04
2024-09-30	$6,065,397	22,060	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$5,715,284	21,775	+3.1%	Shares	Sole	2024-08-07
2024-03-31	$5,894,727	21,122	+1.8%	Shares	Sole	2024-04-16
2023-12-31	$5,401,221	20,746	+2.8%	Shares	Sole	2024-01-25
2023-09-30	$4,640,681	20,176	+2.7%	Shares	Sole	2023-11-01
2023-06-30	$4,664,107	19,640	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$4,320,940	19,165	+1.6%	Shares	Sole	2023-05-09
2022-12-31	$3,918,353	18,860	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.