Position in V
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$563,010
+$65,826 QoQ
Shares Held
1,641
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,437
of 4,501 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SWEENEY & MICHEL, LLC holds $878,089 across 2 Credit Services names. V ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,641 | $563,010 | |
| 2 | ALLY |
Ally Financial Inc.
|
6,857 | $315,079 |
All Filings in V
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,010 | 1,641 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $497,184 | 1,645 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $576,216 | 1,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $560,204 | 1,641 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $573,050 | 1,614 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $601,389 | 1,716 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $475,938 | 1,731 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $451,185 | 1,719 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $480,575 | 1,722 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $348,235 | 1,514 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $359,307 | 1,513 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $339,768 | 1,507 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||