Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$52,640,984
+$14,495,879 QoQ
Shares Held
153,432
+21.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#535
of 4,491 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $74,461,970 across 7 Credit Services names. V ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
153,432 | $52,640,984 | |
| 2 | MA |
Mastercard Inc
|
17,008 | $8,735,308 | |
| 3 | AXP |
American Express Co
|
24,376 | $8,245,182 | |
| 4 | COF |
Capital One Financial Corp
|
18,654 | $3,742,365 | |
| 5 | SYF |
Synchrony Financial
|
6,461 | $491,359 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
3,760 | $306,628 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,951 | $300,144 |
All Filings in V
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,640,984 | 153,432 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $38,145,105 | 126,208 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $53,137,124 | 151,513 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,531,702 | 139,234 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $57,488,275 | 161,916 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $53,418,865 | 152,425 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $57,612,511 | 182,295 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $50,547,632 | 183,843 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $48,727,817 | 185,651 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $52,774,307 | 189,101 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $45,286,580 | 173,945 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $38,201,210 | 166,085 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||