Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,863,837
+$968,612 QoQ
Shares Held
28,750
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,246
of 4,491 holders
Holding Since
Dec 2020
17 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, 2026Frank, Rimerman Advisors LLC holds $23,198,569 across 7 Credit Services names. V ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
28,750 | $9,863,837 | |
| 2 | MA |
Mastercard Inc
|
10,571 | $5,429,265 | |
| 3 | AXP |
American Express Co
|
14,776 | $4,997,982 | |
| 4 | COF |
Capital One Financial Corp
|
7,693 | $1,543,369 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
10,453 | $637,319 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
9,657 | $416,989 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
3,799 | $309,808 |
All Filings in V
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,863,837 | 28,750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,895,225 | 29,431 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,231,964 | 29,175 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,109,285 | 29,613 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,516,225 | 29,619 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,104,112 | 28,831 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,423,048 | 29,816 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,190,224 | 22,514 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,397,192 | 28,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,722 | 128 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,324 | 128 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $1,314,652 | 5,928 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $1,284,656 | 5,928 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $1,214,878 | 5,454 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $625,468 | 2,675 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $566,377 | 2,675 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $736,026 | 3,365 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||