KINGSWOOD WEALTH ADVISORS, LLC

Position in V — Visa Inc.

CIK 1987855 SAN DIEGO, CA

Position in V

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,417,349

-$800,739 QoQ

Shares Held

17,924

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. V ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	17,924	$5,417,349
2	MA	Mastercard Inc	7,104	$3,549,584
3	COF	Capital One Financial Corp	7,949	$1,450,136
4	AXP	American Express Co	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc.	22,826	$362,476
6	FINV	FinVolution Group	16,648	$79,743

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.