Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,027,381
+$4,407,948 QoQ
Shares Held
26,312
+72.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,294
of 4,501 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $31,379,367 across 8 Credit Services names. V ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
53,684 | $18,158,610 | |
| 2 | V |
Visa Inc.
This page
|
26,312 | $9,027,381 | |
| 3 | MA |
Mastercard Inc
|
5,270 | $2,706,669 | |
| 4 | COF |
Capital One Financial Corp
|
3,133 | $628,540 | |
| 5 | SYF |
Synchrony Financial
|
5,906 | $449,150 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,091 | $219,827 | |
| 7 | NAVI |
Navient Corp
|
11,496 | $97,830 | |
| 8 | OPRT |
Oportun Financial Corp
|
16,000 | $91,360 |
All Filings in V
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,027,381 | 26,312 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,619,433 | 15,284 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,174,022 | 14,753 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,699,436 | 13,766 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,500,965 | 12,677 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $4,287,524 | 12,234 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,650,940 | 8,388 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,393,445 | 5,068 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,654,084 | 6,302 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,626,476 | 5,828 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $389,742 | 1,497 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||