INSIGNEO ADVISORY SERVICES, LLC

Position in V — Visa Inc.

CIK 1964958 MIAMI, FL

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,660,384

+$2,412,972 QoQ

Shares Held

28,157

+17.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,260

of 4,498 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $26,671,841 across 6 Credit Services names. V ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	28,157	$9,660,384
2	MA	Mastercard Inc	14,737	$7,568,923
3	AXP	American Express Co	20,602	$6,968,626
4	PYPL	PayPal Holdings, Inc.	32,896	$1,420,449
5	COF	Capital One Financial Corp	2,788	$559,328
6	SOFI	SoFi Technologies, Inc.	27,559	$494,131

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,660,384	28,157	+17.4%	Shares	Sole	2026-08-14
2026-03-31	$7,247,412	23,979	+2.9%	Shares	Sole	2026-05-12
2025-12-31	$8,169,438	23,294	-4.8%	Shares	Sole	2026-02-12
2025-09-30	$8,351,520	24,464	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$8,886,901	25,030	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$8,659,866	24,710	+1.6%	Shares	Sole	2025-04-18
2024-12-31	$7,683,880	24,313	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$6,905,094	25,114	+3.6%	Shares	Sole	2024-11-15
2024-06-30	$6,365,684	24,253	+8.5%	Shares	Sole	2024-08-14
2024-03-31	$6,238,554	22,354	+7.8%	Shares	Sole	2024-05-15
2023-12-31	$5,400,960	20,745	+11.2%	Shares	Sole	2024-02-14
2023-09-30	$4,290,606	18,654	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$4,367,732	18,392	+71.3%	Shares	Sole	2023-08-14
2023-03-31	$2,421,214	10,739	-4.5%	Shares	Sole	2023-05-11
2022-12-31	$2,336,468	11,246	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.