Root Financial Partners, LLC

Position in V — Visa Inc.

CIK 1977181 ENCINITAS, CA

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,400,150

+$302,717 QoQ

Shares Held

4,081

+12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,678

of 4,515 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names. V ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,081	$1,400,150
2	MA	Mastercard Inc	1,789	$918,830
3	AXP	American Express Co	2,646	$895,009
4	COF	Capital One Financial Corp	3,144	$630,749
5	SOFI	SoFi Technologies, Inc.	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,400,150	4,081	+12.4%	Shares	Sole	2026-07-29
2026-03-31	$1,097,433	3,631	-12.2%	Shares	Sole	2026-04-24
2025-12-31	$1,450,185	4,135	-3.1%	Shares	Sole	2026-02-10
2025-09-30	$1,456,327	4,266	+7.8%	Shares	Sole	2025-10-29
2025-06-30	$1,405,287	3,958	+34.4%	Shares	Sole	2025-08-11
2025-03-31	$1,032,455	2,946	+7.2%	Shares	Sole	2025-04-25
2024-12-31	$868,477	2,748	+69.1%	Shares	Sole	2025-01-30
2024-09-30	$446,793	1,625	+19.0%	Shares	Sole	2024-11-01
2024-06-30	$358,534	1,366	+35.5%	Shares	Sole	2024-08-05
2024-03-31	$281,312	1,008	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.