KINGSWOOD WEALTH ADVISORS, LLC

Position in V — Visa Inc.

CIK 1987855 SAN DIEGO, CA

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,285,065

+$867,716 QoQ

Shares Held

18,319

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,518

of 4,521 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,950,186 across 8 Credit Services names. V ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	18,319	$6,285,065
2	MA	Mastercard Inc	7,172	$3,683,539
3	COF	Capital One Financial Corp	9,277	$1,861,151
4	AXP	American Express Co	3,876	$1,311,057
5	SOFI	SoFi Technologies, Inc.	16,990	$304,630
6	ENVA	Enova International, Inc.	1,010	$243,137
7	AGM	Federal Agricultural Mortgage Corp	1,015	$202,259
8	FINV	FinVolution Group	12,390	$59,348

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,285,065	18,319	+2.2%	Shares	Sole	2026-07-27
2026-03-31	$5,417,349	17,924	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$6,218,088	17,730	+21.9%	Shares	Sole	2026-01-28
2025-09-30	$4,966,396	14,548	-1.3%	Shares	Sole	2025-10-23
2025-06-30	$5,234,857	14,744	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$5,165,429	14,739	-6.2%	Shares	Sole	2025-07-25
2024-12-31	$4,965,620	15,712	-48.4%	Shares	Sole	2025-01-22
2024-09-30	$8,365,078	30,424	+10.5%	Shares	Sole	2024-10-21
2024-06-30	$7,224,486	27,525	+7.6%	Shares	Sole	2024-07-09
2024-03-31	$7,139,703	25,583	-3.9%	Shares	Sole	2024-04-15
2023-12-31	$6,932,339	26,627	+587.1%	Shares	Sole	2024-01-16
2023-09-30	$891,288	3,875	-51.5%	Shares	Sole	2023-10-24
2023-06-30	$1,897,227	7,989	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.