Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$628,883
+$96,941 QoQ
Shares Held
1,833
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#3,347
of 4,501 holders
Holding Since
Dec 2022
15 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, 2026Allegiance Financial Group Advisory Services LLC holds $1,321,423 across 2 Credit Services names. V ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
3,452 | $692,540 | |
| 2 | V |
Visa Inc.
This page
|
1,833 | $628,883 |
All Filings in V
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,883 | 1,833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $531,942 | 1,760 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $720,007 | 2,053 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $860,618 | 2,521 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $938,752 | 2,644 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $880,705 | 2,513 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $984,780 | 3,116 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $814,676 | 2,963 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $885,311 | 3,373 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $1,035,386 | 3,710 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,053,636 | 4,047 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,045,855 | 4,547 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $1,198,561 | 5,047 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $1,370,345 | 6,078 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $1,262,765 | 6,078 | Shares | Defined | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||