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Trivant Custom Portfolio Group, LLC

Position in V — Visa Inc.

CIK 1977992 SAN DIEGO, CA

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,289,546
+$376,255 QoQ
Shares Held
9,588
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#1,964
of 4,491 holders
Holding Since
Mar 2023
14 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, 2026

Trivant Custom Portfolio Group, LLC holds $5,766,929 across 3 Credit Services names. V ranks #1 (57.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
9,588 $3,289,546

All Filings in V

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,289,546 9,588
2026-03-31 $2,913,291 9,639
2025-12-31 $3,380,844 9,640
2025-09-30 $3,277,930 9,602
2025-06-30 $3,393,567 9,558
2025-03-31 $3,375,188 9,631
2024-12-31 $3,074,437 9,728
2024-09-30 $2,711,007 9,860
2024-06-30 $2,580,867 9,833
2024-03-31 $2,748,100 9,847
2023-12-31 $2,607,405 10,015
2023-09-30 $2,309,300 10,040
2023-06-30 $2,376,462 10,007
2023-03-31 $2,267,676 10,058