Financial Perspectives, Inc

Position in V — Visa Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$469,347

+$64,346 QoQ

Shares Held

1,368

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#3,566

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $1,047,060 across 5 Credit Services names. V ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,368	$469,347
2	MA	Mastercard Inc	852	$437,587
3	AXP	American Express Co	232	$78,474
4	PYPL	PayPal Holdings, Inc.	1,106	$47,757
5	SOFI	SoFi Technologies, Inc.	775	$13,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,347	1,368	+2.1%	Shares	Sole	2026-07-24
2026-03-31	$405,001	1,340	0.0%	Shares	Sole	2026-05-11
2025-12-31	$469,951	1,340	0.0%	Shares	Sole	2026-01-28
2025-09-30	$457,449	1,340	-1.0%	Shares	Sole	2025-10-22
2025-06-30	$480,382	1,353	0.0%	Shares	Sole	2025-07-30
2025-03-31	$474,172	1,353	0.0%	Shares	Sole	2025-04-18
2024-12-31	$427,602	1,353	+11.4%	Shares	Sole	2025-02-03
2024-09-30	$334,064	1,215	0.0%	Shares	Sole	2024-10-17
2024-06-30	$318,901	1,215	0.0%	Shares	Sole	2024-08-09
2024-03-31	$339,082	1,215	-2.6%	Shares	Sole	2024-04-19
2023-12-31	$324,656	1,247	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$285,902	1,243	0.0%	Shares	Sole	2024-01-10
2023-06-30	$295,187	1,243	0.0%	Shares	Sole	2024-01-10
2023-03-31	$280,246	1,243	0.0%	Shares	Sole	2024-01-10
2022-12-31	$258,245	1,243	-27.4%	Shares	Sole	2024-01-10
2022-09-30	$303,959	1,711	0.0%	Shares	Sole	2024-01-10
2022-06-30	$336,878	1,711	0.0%	Shares	Sole	2024-01-10
2022-03-31	$379,448	1,711	+15.2%	Shares	Sole	2024-01-10
2021-12-31	$321,814	1,485	0.0%	Shares	Sole	2024-01-10
2021-09-30	$330,783	1,485	-1.8%	Shares	Sole	2024-01-10
2021-06-30	$353,535	1,512	-99.5%	Shares	Sole	2024-01-10
2021-03-31	$1,512	320,146	+22965.3%	Shares	Sole	2024-01-10
2020-12-31	$303,597	1,388	+70.3%	Shares	Sole	2024-01-10
2020-09-30	$162,975	815	+81.9%	Shares	Sole	2024-01-10
2020-06-30	$86,540	448	0.0%	Shares	Sole	2024-01-10
2020-03-31	$72,181	448	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.